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Office of Human Resources: Illinois State University

Tax Deferred Annuity / 403(b)

Invest for retirement with pre-tax dollars. Defer taxes today - pay taxes in the future when you receive the money. This investment is in addition to the 8 percent you contribute to the State Universities Retirement System.

Starting a 403(b)

First you must select a vendor. Once you open an account, you must complete an Illinois State University payroll deduction form. With ING, Lincoln, State Farm, and VALIC, your agent will take care of both of these. If you elect Fidelity or TIAA-CREF, you must open an account with the vendor and then submit the payroll deduction form available below.

  • 403(b) Plan Payroll Deduction Form (2008) (print, complete, and mail to Human Resources)
  • 2007 TDA/403(b) Maximum Calculation Form - Contact your agent to see how much you can contribute or use one of the on-line calculators shown below. Calculate, print, and mail to Human Resources along with your payroll deduction form.
  • TIAA-CREF calculator