ENROLL NOW

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

REQUIRED FORMS

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).

Complete a Salary Reduction Agreement for the Marquette University Group Supplemental Tax-Deferred Annuity Plan (PDF).

Submit the form(s) to your Benefits Office.

You must also sign and submit an Individual Custodial Agreement (ICA) as part of your enrollment process. This form allows you to allocate some or all of your contributions to mutual or Lifecycle funds and is included in your enrollment forms booklet.

Download a copy of the complete ICA document for your records.

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:

      Department of Human Resources
      Marquette University
      PO Box 1881
      Straz Tower, Room 185
      Milwaukee, WI 53201

C10279