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


You are required to complete a Distribution Agreement for one or more of your plans. A Distribution Agreement 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. Pre-Tax Retirement Contribution (401k and 403b) (PDF).
  2. Post-Tax Retirement Contribution (Roth 403b) (PDF).
  3. Pre-Tax Retirement Contribution (457) (PDF).
Please Return Form to Human Resources

In Person: Northwest corner of 1200 E and 700 N, Logan Campus
Mail: 8800 Old Main Hill, Logan UT 84322-8800
Fax: 435-797-1816


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:

      Utah State University Employees
      Human Resources
      8800 Old Main Hill
      Logan, UT 84322-9510

      Space Dynamics Lab Employees
      Human Resources Department
      1695 N. Research Parkway
      North Logan, UT 84341
Contact your Human Resources office if you have any questions:
Utah State University Human Resources: 435 797-0216
Space Dynamics Lab Human Resources: employment@usurf.usu.edu

* NOTE: Your enrollment in the Utah State University 403(b) Tax-Deferred annuity plan, Roth 403(b) or 457(b) plan is not complete until you submit a Salary Reduction Agreement to Human Resources.