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Salary Reduction Agreement For The Gresham-Barlow 403(b) Plan

Blank Salary Reduction Form

If you prefer not to complete the fillable SRA Form on this page, and click the ‘Generate BLANK SRA Form’ button below:

To view the Salary Reduction Agreement Language on a translation compatible page, click here.

Fillable Salary Reduction Agreement

By entering your information into the fillable form below, and then clicking the 'Generate Printable SRA Form' button, you will generate a printable Salary Reduction Form which should be printed out, signed by you, and then submitted to Gresham-Barlow with documentation that you have established an account with each selected Vendor:

Your Information

Your Name, Address, and Contact information is required.

  • Name
  • Street Address
  • Apt, Suite, or Unit (if applicable)
  • City
  • State
  • Zip
  • Telephone (home or mobile)
  • Email
  • Employee ID Number
  • Agent Name and Telephone (If Applicable)

Effective Dates

Implementation: This Salary Reduction Agreement (the 'Agreement') supersedes any previous Salary Reduction Agreement for the person named below (the "Employee") under the 403(b) Tax Sheltered Annuity Plan (the "Plan") offered by School District No. 10J, Multnomah County, Oregon (the "Employer"), also known as Gresham-Barlow School District. The salary reduction specified in this agreement will begin with the first paycheck on or after the "Effective Begin Date" specified below, provided this form is received by the Employer before the Payroll cutoff date for that paycheck. This Agreement will remain effective until a new Agreement is submitted.

  • Begin Date
Employee's Details:

Select the Appropriate Type of Agreement Below:

  • Replace/Override a Previous Agreement (IF you have an existing deferral you wish to continue, restate that information below)
  • Start/Initiate a Very First (new) Agreement
  • Cancel/Discontinue an Existing Agreement (Cancels Deductions to All Vendors)

Distribution Among Vendors

If selecting a new Vendor, you MUST include documentation that an account has been established with the new Vendor that is linked to Gresham-Barlow. Vendor accounts linked to former employers may not be used for contributions at Gresham-Barlow. Gresham-Barlow allows you to contribute to a maximum of 3 different vendors. If Replacing/Overriding a Previous Salary Reduction Agreement or Starting/Initiating a New Salary Reduction Agreement, you must select at least one Vendor. Finally, if this is part of group submissions to establish a new Vendor, then select "Other" and write in the Vendor Name form (all new vendor requests are to be coordinated through CCC and are subject to review).

$ Traditional Dollars per Paycheck
$ Roth Dollars per Paycheck

$ Traditional Dollars per Paycheck
$ Roth Dollars per Paycheck

$ Traditional Dollars per Paycheck
$ Roth Dollars per Paycheck

  • Vendor Name and Account Number at FIRST Vendor .
  • Vendor Name and Account Number at SECOND Vendor

Clicking the button below will Generate a printable PDF form populated with the information entered above and a second page containing the terms of the agreement to be carefully reviewed. You must still sign, date, and submit the form to the address indicated at the bottom of page one along with documentation of your open vendor account:

 

Page Last Modified: 11/18/2024 5:34:26 PM