Francophone Charter School of Oakland

Escuela autónoma francófona de Oakland

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403b Plan Enrollment and Transaction Request (required if marked with *)

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By signing the Agreement, Employee agrees to modify his/her salary as indicated above and Employer agrees to contribute this amount on Employee’s behalf into the 403(b)/457 annuity or custodial account(s) selected by Employee and authorized by the Employer properly identifying pre-tax contributions and post-tax Roth 403(b) contributions for proper allocation to segregated accounts by the Service Provider(s): By signing the Agreement, I authorize any Service Provider, or their delegate to provide information on my Account to Employer or another Service Provider if such information is necessary for compliance purposes or to effectuate such transactions as I may request.

I agree that I have an active account with the vendor selected. I understand that should I elect a salary reduction and have not established the appropriate account, that my contribution will not be processed.

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Escuela autónoma francófona de Oakland

Información de contacto de proveedores aprobados

PCS aspira

Invesco (anteriormente Oppenheimer)

Voya-Reliaster

CalSTRS Pensión 2

403b Plan Enrollment and Transaction Request (required if marked with *)

CalSTRS
Pensión 2