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 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 Document : Legal plan description
Investment Policy : Established policy for management of assets in RIC