What is it?

The IRS places a limit on the amount you are able to contribute to a 403(b) plan each year. You may experience adverse tax consequences if you exceed your annual limit. The Maximum Allowable Contribution Worksheet (MAC) will help you calculate your annual limit. Because the IRS limit and your personal limit may change each year, you should complete and submit a copy of this worksheet every year in which you participate in a 403(b) plan.

Instructions

Keep a copy for your records.  Fax or mail a copy to:

Fax: (800) 597-8206