Salary Reduction Agreement Sample Contracts

SRA – SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • May 19th, 2024

This Agreement must be signed by the Employee and received by the Plan Administrator. If you participate in multiple 403(b) (TSA) accounts, all salary reductions must be on one SRA form. This Agreement is not effective until approved. This Agreement is irrevocable by the Employee as to any salary or amounts paid, but may be terminated or changed as to salary not yet paid. Compensation to be paid to this Employee shall be reduced by the sum indicated below per pay period starting with the compensation to be paid on the date requested below, or the first available payroll period after all requirements are satisfied. Please note that any SRA initiating contributions to be directed to a non-registered 403(b) provider must be rejected in conformance with California Education Code 25100 et. seq. Please note that the contribution amount may not exceed the Maximum Allowable Contribution (MAC) as adjusted annually by the Internal Revenue Service.

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SRA – SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • May 19th, 2024

This Agreement must be signed by the Employee and received by the Plan Administrator. If you participate in multiple 457(b) Defined Contribution Plan (DCP) accounts, all salary reductions must be on one SRA form. This Agreement is not effective until approved. This Agreement is irrevocable by the Employee as to any salary or amounts paid, but may be terminated or changed as to salary not yet paid. Compensation to be paid to this Employee shall be reduced by the sum indicated below per pay period starting with the compensation to be paid on the date requested below, or the first available payroll period after all requirements are satisfied.

Salary Reduction Agreement for 403(b) and 457 Programs
Salary Reduction Agreement • June 16th, 2023
ADMINISTRATION PROVIDED BY:
Salary Reduction Agreement • October 27th, 2021
SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • July 2nd, 2018

Please read information on form before completing and signing Pay period effective date: Last Name First Name Middle Initial Date of birth: Social Security Number Employee Address Date of hire: Number of pay periods per year: Employee Email Employer Name

Salary Reduction Agreement for 403(b) and 457 Programs
Salary Reduction Agreement • August 12th, 2021
Contract
Salary Reduction Agreement • December 13th, 2022

This Agreement shall be legally binding and irrevocable as to each of the parties hereto while employment continues and will only cover amounts paid while in effect. It will remain in effect unless it is revised or terminated, and no annual renewal is required. This Agreement may be terminated or modified by either party as of the end of any month with at least 60 days prior written notice. Only three modifications can be made to this Agreement during a calendar year; however, this Agreement may be terminated during a year even if three prior modifications have been made.

SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • February 19th, 2015
Contract
Salary Reduction Agreement • October 17th, 2019

This Agreement shall be legally binding and irrevocable as to each of the parties hereto while employment continues and will only cover amounts paid while in effect. It will remain in effect unless it is revised or terminated, and no annual renewal is required. This Agreement may be terminated or modified by either party as of the end of any month with at least 60 days prior written notice. Only three modifications can be made to this Agreement during a calendar year; however, this Agreement may be terminated during a year even if three prior modifications have been made.

Contract
Salary Reduction Agreement • July 10th, 2018
Salary Reduction Agreement for 403(b) and 457 Programs
Salary Reduction Agreement • September 26th, 2022
Salary Reduction Agreement
Salary Reduction Agreement • January 9th, 2018
SRA – SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • January 7th, 2015

This Agreement must be signed by the Employee and received by the Plan Administrator. If you participate in multiple 403(b) (TSA) accounts, all salary reductions must be on one SRA form. This Agreement is not effective until approved. This Agreement is irrevocable by the Employee as to any salary or amounts paid, but may be terminated or changed as to salary not yet paid. Compensation to be paid to this Employee shall be reduced by the sum indicated below per pay period starting with the compensation to be paid on the date requested below, or the first available payroll period after all requirements are satisfied. Please note that any SRA initiating contributions to be directed to a non-registered 403(b) provider must be rejected in conformance with California Education Code 25100 et. seq.

OBERLIN COLLEGE Agreement for Salary Reduction
Salary Reduction Agreement • November 1st, 2016

This Agreement shall be legally binding and irrevocable as to each of the parties hereto while employment continues unless the employee subsequently submits a revised Agreement; provided, however, that either party may terminate this Agreement at the end of the month, so that it will not apply to salary subsequently earned, by giving at least thirty (30) days written notice of the date of termination.

Salary Reduction Agreement for 403(b) Programs 2021
Salary Reduction Agreement • January 15th, 2021
Contract
Salary Reduction Agreement • December 19th, 2023

Wilkes-Barre Area School DistrictSection 403(b) 2024 SALARY REDUCTION AGREEMENTFor new enrollment or to establish a new Section 403(b)Vendor, you will need to complete a separate Salary Reduction Agreement with your Vendor and its investment application. Please Return Form to: DeHEY McANDREW101 South Main Avenue Scranton, PA 18504 Telephone:570-346-9960 Facsimile:570-346-3411 Employee Name: Social Security No.: Date of Birth: Year of Hire: Home Address: City: State: Zip: Home Phone: Work Phone: E-Mail:

Salary Reduction Agreement for 403(b)/403(b) Roth/457 TSA
Salary Reduction Agreement • September 20th, 2021
SRA – SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • August 28th, 2019

This Agreement must be signed by the Employee and received by the Plan Administrator. If you participate in multiple 403(b) (TSA) accounts, all salary reductions must be on one SRA form. This Agreement is not effective until approved. This Agreement is irrevocable by the Employee as to any salary or amounts paid, but may be terminated or changed as to salary not yet paid. Compensation to be paid to this Employee shall be reduced by the sum indicated below per pay period starting with the compensation to be paid on the date requested below, or the first available payroll period after all requirements are satisfied. Please note that any SRA initiating contributions to be directed to a non-registered 403(b) provider must be rejected in conformance with California Education Code 25100 et. seq.

Contract
Salary Reduction Agreement • February 18th, 2016
Salary Reduction Agreement for 403(b) Programs
Salary Reduction Agreement • June 13th, 2021
Salary Reduction Agreement Form
Salary Reduction Agreement • May 21st, 2009

Instructions: Use this form if you wish to direct your Employer to reduce your compensation and direct this compensation to become an elective deferral under your Employer’s 403(b) Program, or if you want to change your existing Salary Reduction Agreement. This Agreement is between you and your Employer. You may request new applications from your Financial Advisor. Unless otherwise instructed, please complete this form and return it to your Human Resources Department or Benefits Office. Please retain a copy of this agreement for your records.

SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • November 30th, 2021
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ASSOCIATED UNIVERSITIES, INC. AGREEMENT FOR SALARY REDUCTION
Salary Reduction Agreement • September 20th, 2019

The employee’s base salary will be reduced by the amount indicated below. In turn, the Institution will forward the elected amount to the employee’s annuity contract(s) and/or custodial account(s), which the employee will allocate among the funding vehicles approved by the Institution.

Salary Reduction Agreement Processing Service
Salary Reduction Agreement • April 22nd, 2021

City Colleges of Chicago is pleased to announce that enhancements have been made to the 403(b) Salary Reduction and 457(b) Participant Agreement (SRA) process. Effective 03-01-2021 election requests will be submitted through an online system. This system is provided by our 403(b) and 457(b) Plan Administrator, TSA Consulting Group, Inc. (TSACG). The online process eliminates the need for paper SRAs and allows 24-hour access for employees. All approved representatives of the District’s authorized investment provider companies will be able to assist employees with this online process.

SALARY REDUCTION AGREEMENT (SRA)
Salary Reduction Agreement • May 20th, 2016
Participant Instructions
Salary Reduction Agreement • March 14th, 2016

The Salary Reduction Agreement (SRA) is used to establish, change, or cancel salary reductions withheld from your paycheck and contributed to the 403(b) and/or 457(b) Plan on your behalf. The SRA is also used to change the investment providers that receive your contributions. Upon completion, fax or mail a copy of the form to National Benefit Services, LLC. Please note that this form is not valid unless all applicable sections are completed and you have signed the form. If you have questions regarding this form, please call 1-800-274-0503 ext 5.

SALARY REDUCTION AGREEMENT
Salary Reduction Agreement • October 29th, 2020

The Employee’s salary will be reduced by the amount shown below and the salary reduction amounts shall be contributed on his/her behalf to the University of Richmond Defined Contribution Retirement Plan. Note that certain amounts cannot be contributed to the Plan, including amounts that the Employer is required to withhold under federal, state, or local tax laws and any amount you have authorized the Employer to deduct for other purposes. You may not defer more than 85% of your salary per pay period.

Salary Reduction Agreement Processing Service
Salary Reduction Agreement • March 14th, 2024

Phoenix Elementary School District #1is pleased to announce that enhancements have been made to the 403(b) Salary Reduction and 457(b) Participant Agreement (SRA) process. Effective now, election requests will be submitted through an online system. This system is provided by our 403(b) and 457(b) Plan Administrator, US OMNI and TSACG Compliance Services. (USOTCS). The online process eliminates the need for paper SRAs and allows 24-hour access for employees. All approved representatives of the District’s authorized investment provider companies will be able to assist employees with this online process.

Participant Instructions
Salary Reduction Agreement • April 7th, 2017

The Salary Reduction Agreement (SRA) is used to establish, change, or cancel salary reductions withheld from your paycheck and contributed to the 403(b) Plan on your behalf. The SRA is also used to change the investment providers that receive your contributions. Upon completion, fax or mail a copy of the form to National Benefit Services, LLC. Please note that this form is not valid unless all applicable sections are completed and you have signed the form. If you have questions regarding this form, please call 1-800-274-0503 ext 5.

SALARY REDUCTION AGREEMENT and VENDOR SELECTION FORM
Salary Reduction Agreement • July 19th, 2017
WASHINGTON STATE UNIVERSITY
Salary Reduction Agreement • July 13th, 2017
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