ENROLL NOW

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

REQUIRED FORMS

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 The University of Texas System Medical Foundation 403(b) TDA (PDF).
     
Submit the form(s) to your Benefits Office.

You must also sign and submit an Individual Custodial Agreement (ICA) as part of your enrollment process. This form allows you to allocate some or all of your contributions to mutual or Lifecycle funds and is included in your enrollment forms booklet.

Download a copy of the complete ICA document for your records.

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:

      Human Resources
      The University of Texas System Medical Foundation
      6431 Fannin Street
      Suite JJL-310
      Houston, TX 77030

C10279