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).

  1. Complete a Salary Reduction Agreement for the Michigan Technological University Tax-Deferred Annuity Plan (PDF).
     
  2. Complete a Salary Reduction Agreement for the Michigan Technological University Deferred Compensation 457(b) Plan (PDF).
     
Submit the form(s) to your Benefits Office.

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:

      Benefits Office
      Michigan Technological University
      Michigan Tech Lakeshore Center, 2nd Floor
      1400 Townsend Dr.
      Houghton, MI 49931-1295

Note: Remember that your enrollment is not complete until you submit a Salary Reduction Agreement form. Please contact your benefits office for more information.
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