Get Salary Reduction Agreement

Filling out the Salary Reduction Agreement is a crucial step for employees wishing to participate in the Tax Deferred Annuity plan. This guide provides clear and concise instructions to assist you in completing the form accurately and efficiently online.

Follow the steps to complete your Salary Reduction Agreement online.

1. Click ‘Get Form’ button to access the Salary Reduction Agreement document and open it in an online editor.
2. Indicate the purpose of the agreement by selecting one of the options: Original, Amend, or Cancel Agreement. This choice clarifies your intent with regard to the SRA.
3. Enter your full name, including first name, middle initial, and last name, in the designated fields. Additionally, provide your Social Security Number.
4. In the AGREEMENT section, specify the amount you wish to reduce from your eligible pay per tax year and if desired, per month over a set number of months. This amount will be remitted to your selected TDA vendor.
5. Indicate the name of your chosen TDA vendor in the corresponding field. It is important to ensure this information is accurate as it directs where your contributions will be sent.
6. Review the understanding statements regarding the salary reduction, limits on contributions, and the indemnification of your employer. Acknowledge your agreement by signing and dating the bottom of the form.
7. Once all fields are filled out correctly, save your changes, and you may have options to download, print, or share the completed Salary Reduction Agreement as needed.

Complete your Salary Reduction Agreement online today to take advantage of your tax-deferred savings.