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Forms & Documents (403b Plans)

Forms (existing accounts)

403b Salary Reduction Form : Change or stop salary reduction amount
Financial Hardship Form : Apply for distribution due to qualified financial hardship
Policy Review Data Sheet : Form used to gather data on existing investment products

403b Program Literature

Program Summary : Summary of 403b program features & benefits.
403b At-A-Glance : List of investments by provider & category
Investment Provider Interview : Sample questions to ask a provider
Roth 403b Summary : Basic information and Roth IRA/403b comparison
TPA User Guide : General information and "how to" instructions
Fund Fees Chart : Fund management fees of all RIC variable rate funds
Distribution Summary : Summary of options available after leaving employment
Access 403b Funds : Instructions for requesting transactions

403b Plan Documents

Plan Summary : Basic plan document information
Plan Document : Legal plan description
Investment Policy : Established policy for management of assets in RIC

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Education-Related Employees