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 UNC at Chapel Hill retirement plan.

The University of North Carolina institutions and affiliates decided to combine efforts and implement a new system-wide voluntary 403(b) retirement program in response to the new Internal Revenue Service mandated changes for all public 403(b) retirement plans. The new program and plan requirements will be effective January 1, 2009.

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:
• Salary Reduction Agreement

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:

• The University of North Carolina at Chapel Hill 403(b) Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• The University of North Carolina at Chapel Hill 403(b) Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  UNC at Chapel Hill 104 Airport Dr. Suite 1700, CB# 1045 Chapel Hill, NC 27599-1045