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Mansfield Independent School District
       
       
 

Contact Information

  Plan News
 
605 E. Broad Street                          Mansfield, TX 76063
Phone: 817-299-6300
Email: tramsh@mansfieldisd.org
 
   
       
       
 
       
 

Forms and Lists

   
 
  Salary Reduction Agreement (SRA)   Initiate, stop, or change contributions to the 403(b) plan
Approved Vendor List See which investment providers participate in your plan
  Maximum Allowable Contribution Worksheet (MAC)   Determine your personal, annual contribution limit
  Eligibility Requirements       Who is eligible to contribute?
                                        
 

Transaction Forms

   
  Distributions/Rollover                                                           
  Hardship
  Exchange    
       

 

What is it?

New IRS regulations require that certain transactions be coordinated by your employer (or through a third-party administrator such as NBS).

In addition to your investment provider's own paperwork giving instructions on how to perform a transaction, you will also need to have the transaction authorized by NBS.  The requested transaction will be reviewed by NBS for conformity with plan provisions and the Internal Revenue Code.  If the the transaction is approved your provider will be notified.  If the transaction is not approved you will be notified by mail.

 

Instructions

Keep a copy for your records. 

 

Fax or mail a copy to

Fax: (800) 597-8206

 

National Benefit Services

Attn: 403(b) Service Center

8523 South Redwood Road

West Jordan, UT 84088

 

 

 

 

 

 

 

 

 

 

 

 



   
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