Submit Salary Reduction Agreement (SRA) Form
Salary Reduction Agreement (SRA) forms for your Retirement Plan can be submitted online if your district participates in electronic data exchange program. Please select your Employer from the drop-down list and choose the appropriate SRA Form to submit or to download.
If your Employer permits special 15-year Service-Based Catch-Up Contributions, or you plan to use Age-Based Catch-Up Contributions, please also submit Maximum Allowable Contribution (MAC) Worksheet online.
Important: Before submitting SRA Form, please make sure that you have an open retirement account with the participating Vendor (Financial Company) under your current Employer’s 403b/457b Plan.