Salary Reduction Agreements (SRA) – Alta Montclair TPA Portal

Submit Salary Reduction Agreement (SRA) Form

A Salary Reduction Agreement (SRA) authorizes your Employer to deduct contributions from your paycheck for your 403(b) or 457(b) account. All SRAs are submitted online using the form below.

Important: You must have an open account with the participating Vendor (Financial Company) under your current Employer’s plan before submitting an SRA.

Using the 15-Year or Age-Based Catch-Up? Also submit the Maximum Allowable Contribution (MAC) Worksheet.

SRA Form Actions

New Contribution: start contributing to a new or additional account.
Amount and/or Effective Date Change: change the amount or start date for an existing account.
Investment/Company Change: move contributions to another Financial Company (enter the new one, cancel the old one).
One Time Contribution: a single deduction from the pay period starting on the Effective Date of Change.
Stop Specific Contribution: stop contributions to one Financial Company.
Stop All Contributions: stop all contributions under this plan.

How to Submit an SRA

Select your Employer and plan, then click Submit SRA Form Online.
Confirm you have open account(s) with the selected Financial Companies.
Set the Effective Date of Change: the first day of the pay period your SRA takes effect (not the pay date).
Choose an SRA Form Action, complete the fields shown, and click Submit. You’ll receive a confirmation email.

One SRA per plan: submit separately for 403(b) and 457(b).