Benefits Portal

CSU 403(b) Tax Sheltered Annuity (TSA) Forms

-Instructions for Completing the Online Version:

Double click onto the Maximum Contribution Allowance Form link above.

  1. Complete the yellow areas on the "Data Entry" tab.
  2. Click onto the "Years of Service" tab and complete the yellow areas.
  3. Click onto "Printout" to see your completed Calculation Worksheet. Print, sign and submit to your campus Benefits Office.

For years of service, you may refer to your annual CalPERS statement, or register on the My CalPERS website to obtain your years of service with the CSU.

-Instructions for Completing the Paper Version:

  1. Complete your name, Social Security Number, Year of Birth, and Telephone Number.
  2. Complete Steps 1-13.
  3. Print, sign and submit to your campus Benefits Office. .