Get This Sample Agreement Is To Be Used Solely As A Guide For The - Tiaa-cref

This guide provides clear and supportive instructions on filling out the sample agreement for salary reduction under Section 403(b). By following these steps, users will ensure accurate and effective completion of the document.

Follow the steps to complete your agreement accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the Employee's name in the space provided. This identifies the individual entering into the agreement.
3. Next, input the Institution's name in the designated area to establish the other party involved in this agreement.
4. Specify the effective date of the salary reduction, which should be a date after the agreement is signed.
5. Select the appropriate option for the amount of salary reduction: check either the percentage of the gross annual salary, a fixed dollar amount per pay period, or the maximum amount allowed under the law.
6. If applicable, indicate additional contributions for employees age 50 and over by selecting the appropriate catch-up option.
7. Designate the funding vehicles where the Institution will contribute the amounts. Input percentages for TIAA-CREF Retirement and Supplemental Retirement Annuities as required.
8. Finally, sign and date the agreement. Ensure that the Employing Institution’s authorized representative also signs and includes their title.
9. After completing the form, review all entries for accuracy. Save changes, download, print, or share the completed agreement as needed.

Complete your documents online for a streamlined and efficient process.