Required Forms:

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Salary Reduction Agreement (SRA)

Maximum Allowable Contribution Worksheet Certification Form (MAC)

• If you are signing up for a 403(b) plan, you have the option of using this MAC worksheet to determine how much you can contribute in 2008. In this case, you don't have to submit the worksheet. It's just to help you make your calculation.
• If you are under age 50 and want to contribute more than $15,500 in 2008 under the 15-year rule, you MUST complete this MAC worksheet to determine if you are eligible. The completed worksheet MUST be submitted along with your SRA.
• If you are age 50 or older and want to contribute more than $20,500 in 2008 under the 15-year rule, you MUST complete this MAC worksheet to determine if you are eligible. The completed worksheet MUST be submitted along with your SRA.

Notice of Termination of Agreement Form

The salary reductions are limited to pay periods indicated. Original forms (not copies) must be submitted to the District office by the due dates. However, it is recommended that you submit documents prior to the due date to assure timely and accurate processing. Documents received after the due date will be returned for corrected amount and will be processed effective the following pay period. Please attach the business card of your agent/broker to your paperwork so we know who to contact regarding contract discrepancies.