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

Please note: Brokerage is limited to Mutual Funds only in the 403(b) Supplemental Plan, but there are no limitations for brokerage in the 457(b) Deferred Compensation Plan.


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 Marshall University 403(b) Supplemental Plan (PDF).
  2. Complete a Salary Reduction Agreement for the Marshall University 457(b) Deferred Compensation Plan (PDF).
  3. WV HEPC Vendor Selection Form (PDF)
Submit the form(s) to your Benefits Office.


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:


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 Resource Services
      Marshall University
      207 Old Main
      One John Marshall Drive
      Huntington, WV 25755

When enrolling in the 403(b) Supplemental Plan and/or the 457(b) Deferred Compensation Plan, you must fill out a Salary Reduction Agreement in addition to the Enrollment Form. Click on the link(s) above to download the form(s).