ENROLL NOW

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

REQUIRED FORM

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).

NOTE: Your enrollment is not finished until you download, complete and submit the required Salary Reduction Agreement.

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

  1. Complete a Salary Reduction Agreement for the University of Massachusetts 403(b) Plan (PDF).
     
  2. Fax the completed form to:
    University Treasurer's Office
    Attn: 403(b) Plan Administrator
    Fax number: 774-455-7592

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:

      Treasurer's Office
      University of Massachusetts
      Attention: 403(b) Plan Administrator
      Central Administrative Service
      333 South Street, Suite 450
      Shrewsbury, MA 01545-4176

NOTE: Your enrollment is not finished until you also download, complete and submit the required Salary Reduction Agreement.
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