National Plan Administrators
 
   
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Self Enrollment Forms


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Forms for employees that are starting or changing their 403(b) or 403(b)(7) deferral without the help of an agent or broker.

Louisiana

Iberville Parish Public Schools
Salary Reduction Agreement Forms for starting or stopping 403(b) deductions.
 
Jefferson Parish Public Schools
Salary Reduction Agreement Forms for starting or stopping 403(b) deductions.
 

New Mexico

Albuquerque Public Schools
Salary Reduction Agreement Forms for starting or stopping 403(b) deductions.
 
Estancia Municipal Schools
Salary Reduction Agreement Forms for starting or stopping 403(b) deductions.
 
Grants-Cibola County Schools
Salary Reduction Agreement Forms for starting or stopping 403(b) deductions.
 

Texas

Aldine ISD
Amended Salary Reduction Agreement Used for increasing or decreasing a Salary Reduction Agreement that was started before 1 JUNE 2002. Grandfathered by SB273.
Salary Reduction Agreement Used for starting, increasing, or decreasing a Salary Reduction Agreement to an account that was established after 1 JUNE 2002.
 
San Antonio ISD
Amended Salary Reduction Agreement Used for increasing or decreasing a Salary Reduction Agreement that was started before 1 JUNE 2002. Grandfathered by SB273.
Salary Reduction Agreement Used for starting, increasing, or decreasing a Salary Reduction Agreement to an account that was established after 1 JUNE 2002.
 
All OTHER Texas Employers
Amended Salary Reduction Agreement Used for increasing or decreasing a Salary Reduction Agreement that was started before 1 JUNE 2002. Grandfathered by SB273.
Salary Reduction Agreement Used for starting, increasing, or decreasing a Salary Reduction Agreement to an account that was established after 1 JUNE 2002.
 
All OTHER Texas School Districts
Amended Salary Reduction Agreement Used for increasing or decreasing a Salary Reduction Agreement that was started before 1 JUNE 2002. Grandfathered by SB273.
Salary Reduction Agreement Used for starting, increasing, or decreasing a Salary Reduction Agreement to an account that was established after 1 JUNE 2002.