Forms and FAQs
Salary Reduction Agreement
A Salary Reduction Agreement (SRA) is used to Start, Stop, or Change the amount contributed from your paycheck. Requests made during the first week of the month, can typically process that month; otherwise, the requested change usually takes place the pay period for the following month's pay period.
For your convenience, there are several ways to access your account to make changes to your contribution amount, as well as change your address or beneficiary:
PARTICIPANT LINE: 800.462.8328 x4727
FAX: 714.258.4262Hours: Mon-Fri - 7am-7pm/Sat 9-3pm
Local Branches: Oceanside & Mission Valley
403(b)/Roth 403(b) – Please note, your Investment provider may require its own paperwork in addition to forms from the SchoolsFirst Plan Administration. Please submit all forms to SchoolsFirst per the instructions on the form.