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  • 403(b) Enrollment Form - Calstrs Pension2 - Voya

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403(b) ENROLLMENT FORM PERSONAL INFORMATION (please print clearly) NAME: SCHOOL DISTRICT NAME: School district name and plan number list is provided at the back of this form. SOCIAL SECURITY NUMBER:.

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The main difference between a 403(b) and 401(k) is the type of employer who offers them. 401(k) plans are offered by private, for-profit companies. 403(b) plans, on the other hand, are offered by tax-exempt and nonprofit organizations.

While 401(k) and 403(b) plans have the same general contribution limits, 403(b) accounts have an edge: Employees who have worked for a qualified organization for 15 years or more may be eligible to make additional contributions.

On average, the CalSTRS or CalPERS defined benefit pension replaces about 50 to 60 percent of an employee's final salary. 403(b)s are designed to help fill the gap between your defined benefit pension and your retirement income goal.

CalSTRS Pension2® is CalSTRS' voluntary defined contribution plan. Pension2 offers the opportunity to invest through tax-advantaged payroll deductions in low cost, flexible 403(b), Roth 403(b) and 457(b) plans for additional retirement savings.

The Voya Financial Advisors Bank Deposit Account is a multi-bank, Federal Deposit Insurance Corporation (FDIC) insured bank deposit program serving as the cash sweep option.

For 403(b) annuity contracts – The value of post-12/31/88 employee salary deferrals and earnings are restricted, meaning that they may only be withdrawn upon age 59½ , severance from employment, death, disability, hardship, or plan termination.

A 403(b) plan (tax-sheltered annuity plan or TSA) is a retirement plan offered by public schools and certain charities. It's similar to a 401(k) plan maintained by a for-profit entity. Just as with a 401(k) plan, a 403(b) plan lets employees defer some of their salary into individual accounts.

403b plans — An employer-sponsored retirement plan for public schools and certain tax-exempt organizations | Voya.com.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232