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Documents
All of the documents below are (.pdf) and require
Adobe Acrobat Reader
or Microsoft Word (.doc).
Tax Shelter Annuity Section
Group Authorization Letter
TSA Providers
FUSD 403(b) Plan Highlights
Great American Plan Administrators
1-800-695-1471
Forms
https://www.gaplandata.com/forms.asp
Salary Reduction and Allocation Agreement
(72k PDF) – This form establishes and/or revises a salary reduction and provides an allocation by vendor.
Contribution Allocation Form
(65k PDF) – This form establishes and/or revises contribution allocation information.
403(b) Plan Distribution Request Form
– This form should be used to request a distribution from a 403(b) Plan.
Participant Loan Request Form
– This form should be used to request a loan from either a 457 or 403(b) contract.
Learning Center
https://www.gaplandata.com/learningcenter.asp
403(b) savings calculator
403(b) and understanding your retirement webinar
Retirement Planner
Fiscal Services
2309 Tulare Street, Fresno, CA 93721
Phone: (559) 457-3534, Fax: (559) 457-3559
