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The CSU’s 403(b) Supplemental Retirement Plan (SRP) is a voluntary program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. The 403(b) contributions are made solely by the employee through pre- or post-tax payroll deductions.
If you are no longer employed by CSU, contact Fidelity Investments at 800-343-0860, or your 403(b) legacy vendor to discuss your distribution options.
If you need a Plan Administrator Signature, please submit your request to CSU Systemwide Benefits through one of the following:
CSU Chancellor’s Office Attn: Systemwide Benefits 401 Golden Shore Long Beach, CA 90802
For additional help, review the Transactions Flowchart (PDF).
Please note: The standard turnaround time for Plan Administrator Signature is five business days. The Chancellor's Office is closed from December 25, 2019 through January 3, 2020. If you would like your request processed in calendar year 2019, we recommend getting your request to us no later than December 17, 2019.
If you have balances with a legacy fund vendor and would like to transfer your 403(b) account to Fidelity, contact Fidelity for information and guidance at 800-343-0860. You can also
schedule a face-to-face meeting with a Retirement Planner.
Log in to your
Fidelity NetBenefits online account or call 800-343-0860 to change your investment elections and to update your beneficiaries. If you have a legacy vendor account, you must contact that vendor to make beneficiary changes.
Calstate Enrollment Flyer
Calstate Resource Flyer
CSU 403(b) SRP Plan Flyer
CSU Fee Disclosure Notice
CSU Saving Made easy Brochure
CSU Virtual Retirement Planner Flyer
Fidelity Participant Fee Disclosure
TIAA Participant Fee Disclosure
VALIC AIG Participant Fee Disclosure