Retirement Forms

The following forms are available in order to change the amount you are setting aside on a voluntary basis or to update your beneficiary information. Please click on the links below to open the forms:

• Retirement Plan Salary Reduction Form - 403(b)
• Retirement Plan Salary Reduction Form - 457(b)
• TIAA-CREF beneficiary form
• Fidelity beneficiary form

Effective January 2010, Gonzaga University is offering a new Roth contribution to the existing 403(b) workplace retirement savings plan. Unlike your traditional, pre-tax 403(b), the Roth 403(b) allows you to contribute after-tax dollars, but then withdraw tax-free dollars from your account when you retire if you are at least 59-1/2 years old and it has been five tax years since your first Roth 403(b) contribution.

The following information can help you decide if the Roth 403(b) makes sense in your situation:

• Fidelity Roth brochure
• TIAA-CREF Roth brochure

If you have additional questions on the Roth 403(b) option, please contact TIAA-CREF at 1-800-842-2776 or Fidelity at 1-800-343-0860.