TULARE COE – 403(b) Tax Sheltered Annuities

Introduction

Bulletin 02-016

List of Forms

TSA Plan Resolution

TSA Forms Agreement ( Authorized Users )

Salary Reduction Agreement

Master Company or Vendor Agreement (Service Provider)

Sample Service Provider Letter

Sample Employee Letter

Sample Vendor CalSTRS 403(b) Compare Notice Letter 

Information Sources

Vendor Forms Survey – Selected Vendors