If you are investing in mutual funds, read the Intermediary Frequent Trading Policy.

We are pleased to offer you the following options to enroll in your Smith College retirement plan.

You must complete the following forms in order to enroll:

• A Salary Reduction Agreement allows automated, pre-tax contributions from your paycheck directly to your specified plans. Click the link(s) below to download and complete the SRA for your chosen plan:
• Smith College Retirement Allocation Form
• Smith College Salary Reduction Agreement


• If you want to allocate some or all of your contributions to mutual funds (including Lifecycle Funds) offered in your Supplemental plan, you also must sign an Individual Custodial Agreement, which is included with the enrollment application. You can download a copy of the Individual Custodial Agreement for your records.

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 beneficiary's birth date and address

To enroll in a plan online, click the plan name below:

• Smith College Defined Contribution Retirement Plan
• Smith College Supplemental Retirement Annuity Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• Smith College Defined Contribution Retirement Plan
• Smith College Supplemental Retirement Annuity Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  Smith College Human Resources Office 30 Belmont St. Northampton, MA 01063

Please note, all completed Salary Reduction Agreements and Retirement Allocation Forms must be returned to the Office of Human Resources.

 
This plan allows you to invest in a variety of mutual funds; however, you must sign an Individual Custodial Agreement prior to doing so. Please contact the Office of Human Resources for a copy.