CalSTRS 403bComply Enrollment Instructions · 1 of 6 CalSTRS 403bComply Enrollment Instructions...
Transcript of CalSTRS 403bComply Enrollment Instructions · 1 of 6 CalSTRS 403bComply Enrollment Instructions...
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CalSTRS 403bComply Enrollment Instructions
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Theseare instruc2onsforfirst&meuserscrea2ngaCalSTRS403bComplyaccount.Exis&nguserswillfindthisdocumenthelpfulbecausethewebsitehasbeenupdated,andthiswillwalkyouthroughthosenewscreens.
TRADITIONALCalSTRS403bComply:Thisplanautoma2callydeductspartofyoursalary into there2rementsavingsplanbeforetaxesaretakenout.Themoneygrowstax-deferredun2lit'swithdrawn,andthenthetaxescomedue.
REMINDER:Youcanhavebothatradi2onalandaCalSTRSRoth403bComplyaccount—andcontributetooneorbothatthesame2me—ifallowedbyyourplan.
CalSTRS403bComplyEnr.Inst.3/2016
1. Gotowww.calstrs403bcomply.comtosetupyoursalarydeferral(contribu2onamount)andalloca2on.ClickLogin.
CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply
NEWANDEXISTING USERS,STARTHERE.
2. Fromthenaviga2onbar,selectthefirstleSerofyourdistrict’sname.WeareusingTulareCOEasourexample.
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CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply
3. Selectyourdistrict’sname.WeareusingTulareCOEasourexample.
YourPlanPasswordcanbefoundonthePlanDescrip&onhere.
4A.NEWUSERSselect403(b),thenselectRegister.
5.Password;clickNEXT.
(RefertoStep3ifyoudonotknowyourPlanPassword.)
NEWUSERSenteryour(casesensi2ve)Plan
4B.EXISTINGUSERSselectLogin.
ThengotoStep8onPage4
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6.CreateyourUsernameandPassword;enterallpersonalinforma2on;thenclick
NEXT.
NEWUSERSskipnextpage.GotoStep8onpage5.
7. InvestmentElec2ons—ClickEmployeeDeferraltorevealyourinvestmentchoices.
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5.EXISTINGUSERSenteryourUsername
andPassword;thenselectLOGIN.
6A.ClickManageInvestmentstovieworchangeyourcurrentelec2ons.
6B. Thisscreenrevealsyourcurrent403(b)investmentchoices.Tochangeamountsorvendors,clickGETSTARTED.
7. NowclickEmployeeDeferraltorevealall403(b)investmentfundsoffered.
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8.Nextapplythedollaramountofyourcontribu2ontotheinvestment(s)ofyourchoice.Onceyouaresa2sfiedwithyourchoicesandyourtotalattheboSomofthepageequalsyourper-paycheckdeduc2on,clicktheIauthorizebox.
ThenclickNEXT.
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10.Welldone!Youarefinished!Your six-digitConfirma2onNumberwillbeemailedtoyou.
Pleasenote:Yourcontribu2onmaybecancelledifyouhavenotsetupanaccountwiththevendor(s).Toreviewyourvendorregistra2ons,clickhere.
9. Reviewallentries.MakeanychangesusingtheEditbuSons.
ClickSUBMITwhenyouaresa2sfied.
CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply