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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Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF products may be subject to market and other risk factors. See the applicable product literature, or visit www.tiaa-cref.org for details.

TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

© 2013 and prior years, Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017.