Common use of Plan Clause in Contracts

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS FFA have made representation to the Employee regarding the advisability, appropriateness, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS FFA shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with state State and federal Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's ’s contributions are invested. , “The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. If a beneficiary is not designated then the account will be paid to The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Estate of Known Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit ServicesFirst Financial Administrators, LLC, Inc. prior to executing certain transactions including loans, hardships, distributions, exchanges, rollovers or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required)

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) and/or 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) and/or 457(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. 1 Personal Information * An Asterisk denotes a required field. Any required fields left blank will result in a rejected SRA. * * Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number * Date of Birth Date of Hire Email Address Social Security Number (required)

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with state State and federal Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) and/or of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-third- party administrator in conjunction with the operation of the 403(b) or 457(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriatenessappropriateness , or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) and/or 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) and/or 457(b) Plan. Retain a copy of this form for your records. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Participant Email Address Social Security Number (required) The Salary Reduction Agreement (SRA) is to be used to establish, change, or cancel salary reduction withheld from your paycheck and contributed to the 403(b) and/or 457(b) plan on your behalf. To change, begin, or cancel contributions, enter your desired amount(s) and investment provider(s). This SRA will cancel and replace any previously submitted SRA. You must list all new and existing deductions on this SRA form or they will be cancelled. The salary reductions identified in the space below will be the only deductions performed starting on the Effective Date. Investment Provider Name* Monthly Dollar or Type of Deferrals Requested Action Effective Percentage Amount Pre-Tax 403(b) Xxxx 403(b) Pre-Tax 457(b) Xxxx 457(b) Other New Existing Date** $ or % $ or % $ or % Total Monthly Contributions *Please Note: Certain investment providers may not pay the administration fee. If you select an investment provider that does not pay the administration fee, the fee will be deducted and paid from your salary reduction amount. Please refer to the approved vendor list at xxx.xxxxxxxxxxx.xxx/000x for a current listing of providers that have agreed to pay the fee. **Please make the SRA due date for your district the effective date. Any other date will defer to the next calendar SRA date.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial accountacc ount. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with state State and federal Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-third- party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required) The Salary Reduction Agreement (SRA) is utilized to establish, change, or cancel salary reduction withheld from your paycheck and contributed to the 403(b) plan on your behalf. Please check the appropriate boxes listed below and list the beginning of

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or and/ or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial accountacc ount. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records. Please see District “Employee Financial Opportunities” document located on the benefit page for 403(b) and 457 (b) contributi on limits. Limits are calculated on a calendar year basis and are subject to change yearly, based on the IRS.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial accountacc ount. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required)

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with state State and federal Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records. Please see District “Employee Financial Opportunities” document located on the benefit page for 403(b) and 457 (b) contribution limits. Limits are calculated on a calendar year basis and are subject to change yearly, based on the IRS.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. 1 Personal Information * An Asterisks denotes a required field. Any required fields left blank will result in a rejected SRA. * * Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number * Date of Birth Date of Hire Email Address Social Security Number (required)

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with state State and federal Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records.. Employee Name Company Name Mailing Address City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required) 2 Salary Reduction Number of deductions per year: 10 11 12 (if not checked 12 deductions will be default) The Salary Reduction Agreement (SRA) is to be used to establish, change, or cancel salary reduction withheld from your paycheck and contributed to the 403(b) plan on your behalf. To change, begin, or cancel contributions, enter your desired amount(s) and investment provider(s). This SRA will cancel and replace any previously submitted SRA. You must list all new and existing deductions on this SRA form or they will be cancelled. The salary reductions identified in the space below will be the only deductions performed starting on the Effective Date. Investment Provider Name* Monthly Dollar Amount Type of Deferrals Requested Action Effective Date** Pre-Tax 403(b) Xxxx 403(b) Other $ New Change Existing Cancel $ New Change Existing Cancel $ New Change Existing Cancel Total Monthly Contributions *Please Note: Certain investment providers may not pay the administration fee. If you select an investment provider that does not pay the administration fee, the fee will be deducted and paid from your salary reduction amount. Please refer to the approved vendor list at xxx.xxxxxxxxxxx.xxx/000x for a current listing of providers that have agreed to pay the fee. **Please make the SRA due date for your district the effective date. Any other date will defer to the next calendar SRA date.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required) The Salary Reduction Agreement (SRA) is utilized to establish, change, or cancel salary reduction withheld from your paycheck and contributed to the 403(b) plan on your behalf. Please check the appropriate boxes listed below and list the beginning of the month in which you intend your contributions to begin under the Effective date. To change, begin, or cancel contributions, enter your desired amount(s) and investment provider(s). This SRA will cancel and replace any previously submitted SRA. You must list all new and existing deductions on this SRA form or they will be cancelled. The salary reductions identified in the space below will be the only deductions performed starting on the Effective Date. Investment Provider Name* Monthly Dollar or Type of Deferrals Requested Action Effective Pre-Tax 403(b) Xxxx 403(b) New Existing Date** $ or % Change Cancel 1, 2020 $ or % Change Cancel 1, 2020 $ or % Total Monthly Contributions *Please Note: Certain investment providers may not pay the administration fee. If you select an investment provider that does not pay the administration fee, the fee will be deducted and paid from your salary reduction amount. Please refer to the approved vendor list at xxx.xxxxxxxxxxx.xxx/000x for a current listing of providers that have agreed to pay the fee. ** Please submit the SRA to NBS 5 business days prior to the SRA due date to ensure your contributions begin as you intended.

Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with state and federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company may be required to receive approval from the Employer or National Benefit Services, LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 403(b) Plan. Retain a copy of this form for your records. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number (required) The Salary Reduction Agreement (SRA) is utilized to establish, change, or cancel salary reduction withheld from your paycheck and contributed to the 403(b) plan on your behalf. Please check the appropriate box under Requested Action and list the beginning of the month in which you intend your contributions to begin under the Effective date. To change, begin, or cancel contributions, enter your desired amount(s) and investment provider(s). This SRA will cancel and replace any previously submitted SRA. You must list all new and existing deductions on this SRA form or they will be cancelled. The salary reductions identified in the space below will be the only deductions performed starting on the Effective Date. Investment Provider Name* Monthly Dollar or Type of Deferrals Requested Action Effective Pre-Tax 403(b) Xxxx 403(b) New Existing $ or % Change Cancel 1, 2020 $ or % Change Cancel 1, 2020 $ or % Total Monthly Contributions *Please Note: Certain investment providers may not pay the administration fee. If you select an investment provider that does not pay the administration fee, the fee will be deducted and paid from your salary reduction amount. Please refer to the approved vendor list at xxx.xxxxxxxxxxx.xxx/000x for a current listing of providers that have agreed to pay the fee. ** Please submit the SRA to NBS 5 business days prior to the SRA due date to ensure your contributions begin as you intended.