1.

Select the investment provider or insurance carrier with whom you will maintain your TSA account.  A list of approved providers may be obtained from the Employee Benefits Unit or on the Investment Options page.

2.

Contact the investment provider of your choice to establish a TSA account.  Your financial advisor or agent may assist you in this process.  Your account must be established with your investment provider prior to beginning salary reduction.

3.

Complete the Maximum Allowable Contribution Worksheet (MAC).  Completion of this worksheet will enable you to determine your personal annual contribution limit (as established by the IRS) and will help ensure you do not exceed the limit.  The MAC may be obtained from the Employee Benefits Unit or on the Forms page.  The MAC should be mailed to the Employee Benefits Unit together with the Salary Reduction Agreement.

4.

Complete a Salary Reduction Agreement (SRA) reflecting your contribution amount and designated investment provider.  The SRA may be obtained from the Employee Benefits Unit or on the Forms page.  The SRA should be mailed to the Employee Benefits Unit.