Retirement Plan Salary Reduction Agreement

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Participant Information

Name*

First Name

Last Name

Employee B number*

Are you a full-time employee or part-time/adjunct faculty?

Full-time employee Part-time employee or adjunct faculty

Is your base salary $100,000 or more?*

Yes No

OCU 403(b) Retirement Plan Participant Election

Full-time employees are eligible for a retirement match from the university of up to 5%. While part-time employees are not eligible for matching funds, the university does allow participation in the retirement plan to save for the future.

Choose one*

Enroll in the OCU Retirement Plan and save for my future I'm already enrolled in the Retirement Plan and would like to update my contribution I would like to end my contribution to the Retirement Plan

What PERCENT of your pay would you like to contribute to your retirement account? *

Enter "0" if you do not wish to contribute pretax funds

What DOLLAR AMOUNT would you like to contribute to your retirement account POST TAX?*

Enter "0" if you don't wish to contribute post-tax funds

OCU will match your GROUP contribution of 1% to 5%. How much would you like to contribute? *

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

Would you like to contribute additional funds to a SUPPLEMENTAL 403(b) account unmatched by the university? *

Yes No, not at this time

you may update your retirement contribution anytime during the year

What action(s) would you like to take?

I would like to update my 403(b) GROUP contribution matched by the university I would like to end my 403(b) GROUP group contribution I would like to enroll in or update my 403(b) SUPPLEMENTAL contribution I would like to end my 403(b) SUPPLEMENTAL contribution

Would you like to contribute additional funds to a 457(b) account unmatched by the university?

Yes No, not at this time

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

What PERCENT of your base salary would you like to contribute to a 457 (b) account?

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

What action(s) would you like to take?

I would like to update my 403(b) GROUP contribution of 1% to 5% matched by the university I would like to end my 403(b) GROUP contribution I would like to enroll in or update my 403(b) SUPPLEMENTAL contribution I would like to end my 403(b) SUPPLEMENTAL contribution I would like to enroll in or update my 457(b) contribution I would like to end my 457(b) contributioin

What PERCENT of your base salary would you like to contribute pre-tax to your SUPPLEMENTAL retirement account?

Enter "0" if you do not wish to contribute pre-tax to your account

What after-tax DOLLAR AMOUNT would you like to contribute PER PAY CHECK to your SUPPLEMENTAL retirement account?

Enter "0" if you do not wish to contribute after-tax to your account

OCU will match your GROUP contribution of 1% to 5%. What percentage of your base salary would you like to contribute?

1% 2% 3% 4% 5%

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

What PERCENTAGE of your base salary would you like to begin contributing your SUPPLEMENTAL retirement account?

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

What percentage of your base salary would you like to begin contributing your 457(b) retirement account?

I understand that the amount of such reduction, pursuant to this election, will be withheld from my paychecks and paid by my employer into the OCU retirement account plan administered by TIAA

I am age 50 or older and request an analysis by TIAA as whether I can make catch-up contributions.

No Yes

When would you like the action(s) you requested to go into effect? *

With my next regular paycheck On the payroll on or after the date below

Effective date of your requested action

To be processed requests must be received at least 10 business days before a pay event

If you are enrolling in the GROUP, SUPPLEMENTAL, or 457(b) plan(s) for the first time, you must follow these instructions to register and allocate funds sent to TIAA. To register or log in to the TIAA platform, click here.

All retirement contributions are subject to IRS regulations. The IRS annual general limit for contributions may be viewed at https://www.tiaa.org/public/plansponsors/colalimits

If you would like to leave a comment about what you are trying to accomplish with this update you may do so here.

Signature*

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By adding your email address below, you will receive a confirmation email listing your retirement contribution choices

If you don't receive a confirmation email something went horribly wrong! Contact Human Resources.

Your form is not submitted until you click SUBMIT FORM below. Contact Valerie Robinson, vrobinson@okcu.edu or #5983 in Human Resources with any benefits questions you may have.