Your popup blocker must be disabled to view PDF files on this page. ENROLL NOW We are pleased to offer you the following options to enroll in your University of Massachusetts retirement plan. NOTE: Your enrollment is not finished until you also download, complete and submit the required Salary Reduction Agreement.
Please fax the completed form to:
University Treasurer's Office
Attn: 403(b) Plan Administrator
Fax number: 774-455-7592
Enroll Online Online enrollment is the fastest and easiest way to enroll. Before you enroll, have the following information available: - Your investment allocations, which you select from your investment choices
- Your Social Security number
- Your beneficiary's Social Security number, birth date and address
To enroll in a plan online, click the plan name below: Enroll By Mail To enroll using the paper form, follow these instructions: - Click the link(s) below to download the enrollment materials:
- Complete the fields as indicated
- Sign the forms as needed
- Submit the forms to:
| | University of Massachusetts Treasurer's Office
Central Administrative Service
Attention: 403(b) Plan Administrator
333 South Street, Suite 450
Shrewsbury, MA 01545-4176
|
|
