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


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 403(b) Tax-Sheltered Annuity Plan (PDF).
Submit the form(s) to your Benefits Office.


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: To enroll in the Tax Sheltered Annuity Plan you also must download, complete and submit the Salary Reduction Agreement above.

You may also obtain the form and learn more about the TSA program at www.uwsa.edu/hr/benefits/retsav/tsa.


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:

      Local Campus Benefits Office
      University of Wisconsin System 403(b) Tax Sheltered Annuity Plan