How to begin participation in the TSA Program
- Select the Investment provider or Insurance carrier with whom you will maintain your TSA/403(b) account.
- Contact the investment provider of your choice to establish a TSA account. Your financial advisor or agent may assist you in this process. Your account must be established with your investment provider prior to beginning salary reduction.
- Complete the Maximum Allowable Contribution Worksheet (MAC). Completion of this worksheet will enable you to determine your personal annual contribution limit (as established by the IRS) and will help ensure you do not exceed the limit. The MAC worksheet is a tool to assist you but may also be submitted to National Benefit Services, LLC.
- Complete a Salary Reduction Agreement (SRA) reflecting your contribution amount and designated investment provider. Once you have completed the form, it should be faxed or mailed to the third party administrator, National Benefit Services, LLC.