Get Wea Salary Reduction Agreement Form

Completing the Wea Salary Reduction Agreement Form online is an essential step in managing your salary reduction for a tax-sheltered annuity. This guide provides clear, step-by-step instructions to help you navigate the form with confidence.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the participant information section, fill out your social security number, employer name, and your personal details including your last name, first name, middle name, address, city, state, ZIP code, daytime phone number, evening phone number, and email.
3. Select the reason for filling out the Salary Reduction Agreement by checking the appropriate box for either new enrollment, change, or terminate contributions.
4. In the employee contribution information section, choose to complete either Section A or Section B based on your preference for contributions.
5. If you select Section A, indicate the fixed-dollar amount you wish to contribute for both 403(b) TSA (before-tax) and 403(b) TSA Roth (after-tax), and calculate the total salary reduction amount.
6. For Section B, specify the percentage of your salary you wish to contribute for both 403(b) TSA (before-tax) and 403(b) TSA Roth (after-tax), along with the approximate first contribution amount.
7. Indicate the number of pay periods per calendar year that will apply to your contributions.
8. Review the employee authorization statement, sign it, and date it to authorize your employer to process the salary reduction agreement.
9. In the employer approval section, your employer must provide their signature, date, and their name and position before submitting the agreement to WEA Member Benefits.
10. Finally, ensure that you save any changes made to the form and download, print, or share the completed agreement as needed.

Complete your Wea Salary Reduction Agreement Form online today to manage your salary reduction effectively.