ENROLL NOW

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If you are investing in mutual funds, read the Intermediary Frequent Trading Policy (PDF).

You are required to complete a Salary Reduction Agreement (SRA) for one or more of your plans. An SRA allows automated, pre-tax contributions from your paycheck directly to your specified plans.

Select the appropriate link(s) below to download the form(s).

1. Complete a Salary Reduction Agreement for the Case Western Reserve University Faculty and Key Administrative Employees Retirement Plan A (PDF).

2. Complete a Salary Reduction Agreement for the Case Western Reserve Staff Employees Retirement Plan C (PDF).

ENROLL ONLINE

Have the following information available before you enroll online:

  • Your investment allocation amounts/percentages for your investment choices.
  • Your Social Security number.
  • Your beneficiary's Social Security number, birth date and address.

To enroll in a plan online, click the plan name below:

ENROLL BY MAIL

Follow these instructions to enroll using a paper form:

  1. Download your enrollment materials from the appropriate link(s) below:
    • Complete and sign the forms.
       
    • Mail the forms to:

      Human Resources
      Case Western Reserve University
      10900 Euclid Avenue
      Cleveland, OH 44106-7047

C19975