Forms & Documents (ERE)

List of investments by provider and category.

Legal description of the 403b plan.

Change or stop salary reduction amount.

Employer actions required for 403b contributions and transactions.

Summary of options available after leaving employment - ERE. Updated Feb 2025.

Apply for distribution due to qualified financial hardship.

Sample questions to prepare meeting a provider and exploring their options.

Form used to gather data on existing investment products.

A step-by-step "how-to" guide for using Planwithease for your 403b plan and transactions.

Summary of 403b program features and benefits.

Fund management fees of all RIC variable rate funds.

Established policy for management of assets in RIC.

Basic information and Roth IRA 457/403b Plans comparison.