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University of Massachusetts > Treasurer's Office > 403b -- Opening a New Account
University of Massachusetts 403(b) Plan
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There are three approved providers under the University's 403(b) Plan: Fidelity; TIAA CREF and Valic. To open a new 403(b) account in the University's 403(b) plan, there are two primary enrollment options available to you:
(1) enroll online; or (2) complete the provider's paper enrollment form. |
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Enrollment Option 1: Online Enrollment
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| Select from one of the University's three approved providers. Use the below referenced provider websites, customized for the University's 403(b) plan, to open a new account online |
Step One
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www.mysavingsatwork.com/umass
Plan ID: 50266
www.tiaa-creg.org/mass403b
Access Code: UMASS403b
www.valic.com/umass
Access Code: 6933201
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Step Two
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Determine the amount you want deducted from each paycheck and complete the University of Massachusetts 403(b) Plan Salary Reduction Agreement Form. The form can be found by clicking here: UMass Salary Reduction Form.
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| Step Three |
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Mail or Fax the completed University Salary Reduction Agreement Form to:
University of Massachusetts
Treasurer's Office
Attention: 403(b) Plan Administrator
333 South Street, Suite 450
Shrewsbury, MA 01545-4176
FAX 774-455-7592
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Enrollment Option 2: Paper Enrollment Kit
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| Step One |
| Select from one of the three University approved providers and complete, and sign, the applicable provider enrollment form. Enrollment kits for the three approved providers are available at your campus Human Resource Office or by contacting the University Treasurer's Office. |
| Step Two |
| Determine the amount you want deducted from each paycheck and complete the University of Massachusetts 403(b) Plan Salary Reduction Agreement Form. The form can be found by clicking here: UMass Salary Reduction Form. |
| Step Three |
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Return both the completed, and signed, provider enrollment form and the University Salary Reduction Agreement Form via mail to:
University of Massachusetts
Treasurer's Office
Attention: 403(b) Plan Administrator
333 South Street, Suite 450
Shrewsbury, MA 01545-4176
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For more information about either the University's 403(b) Plan or the Commonwealth's SMART Plan please contact Paula Masse at (774) 455-7586 pmasse@umassp.edu in the University Treasurer's Office.
The PDF files on this page require the free Adobe Acrobat Reader.
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