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


You must print, complete, and submit a salary deferral form as part of your enrollment in either the OSU/A&M Voluntary 403(b) Retirement Plan and/or OSU/A&M Voluntary 457(b) Deferred Compensation Retirement Plan. The form gives your employer permission to automatically deduct pretax contributions from your paycheck directly to your specified plans.
  1. Download and complete the following SRA for your chosen plan and submit to your local benefits office.

  2. Complete the online enrollment below.


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:

NOTE: Please return the completed Salary Deferral Agreement(s) for the Voluntary 403(b) and the 457(b) Deferred Compensation plan to your local benefits office.