Get Rossman Application.doc

Filling out the Rossman Application.doc online is a straightforward process that can help you manage your contributions to the 403(b) Tax-Sheltered Annuity Program at the University of Wisconsin. Follow this guide to ensure you complete the application accurately and efficiently.

Follow the steps to successfully complete the Rossman Application online.

1. Click the 'Get Form' button to access the Rossman Application.doc and open it in your preferred editor.
2. In Part I, enter your personal information. Begin with your last name, first name, and middle initial. Provide your email address and select if you wish to start contributions as soon as possible or at a later date, specifying the pay date in mm/dd/yyyy format.
3. Indicate your number of pay periods per year, selecting from options such as 9, 12, or 26, and confirm if you are age 50 or older this year. Fill in your social security number for identification purposes.
4. In Part II, indicate whether you want to begin, change, or terminate your TSA contributions. If beginning or changing, specify the vendor(s) and the amounts you wish to allocate per pay period.
5. Read and acknowledge the participant obligations and terms of the Salary Reduction Agreement. Your signature and date in Part III are required to finalize your application.
6. After completing the form, review all your entries to ensure accuracy before finalizing your submission. You can save changes, download, print, or share the completed form as needed.

Complete the Rossman Application.doc online today to manage your retirement contributions effectively.