Treasurer's Office

403b -- Opening a New Account

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University of Massachusetts 403(b)

Elective Deferral Savings Plan

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.

Enrollment Option 1: Online Enrollment

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

 
www.plan.fidelity.com/umass
Plan ID: 50266

 
www1.tiaa-cref.org/tcm/mass403b/
Access Code: UMASS403b

 

www.valic.com/umass
Access Code: 6933201

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

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 

Enrollment Option 2: Paper Enrollment Kit

Step One
Select 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

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

 

 

 

  For more information about either the University's 403(b) Plan or the Commonwealth's SMART Plan please contact Karen Wilson at (774) 455-7586 in the University Treasurer's Office.

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