Salary Adjustment Agreement for Tax Sheltered Annuities Sample Contracts

IMPORTANT NOTICE ------
Salary Adjustment Agreement for Tax Sheltered Annuities • October 24th, 2023

Before You Sign, Read All Information on this form: (Note: ALL employees are eligible to participate in a 403(b) Plan (Tax Sheltered Annuities or TSA’s). A TSA is an investment account that is set aside for your retirement (only), and is paid for with “pre-tax” dollars. Unless utilizing the catch-up provisions, your maximum contribution cannot exceed $14,000 ($18,000 if aged 50 or over).

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IMPORTANT NOTICE ------
Salary Adjustment Agreement for Tax Sheltered Annuities • October 20th, 2007

Before You Sign, Read All Information on this form: (Note: ALL employees are eligible to participate in a 403(b) Plan (Tax Sheltered Annuities or TSA’s). A TSA is an investment account that is set aside for your retirement (only), and is paid for with “pre-tax” dollars. Unless utilizing the catch-up provisions, your maximum contribution cannot exceed $15,500 ($20,500 if aged 50 or over).

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