CSU 403(b) Supplemental Retirement Plan

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.

Accessing Your Account

  • If you have a username and password for your current Fidelity NetBenefits account, you can use that information to access your retirement account.
  • If you do not have a Fidelity NetBenefits username and password, log on at Fidelity NetBenefits, click the red "Enroll" button and follow the step-by-step instructions to set up your account.
  • If you have an account with one of the CSU 403(b) legacy vendors, please contact your vendor for instructions on how to access your account.

Distribution, Rollovers or Other Requests

If you need a Plan Administrator Signature, please submit your request to CSU Systemwide Benefits through one of the following:

Online Submission

Submit 403(b) Documents


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, 2023 through January 1, 2024. If you would like your request processed in calendar year 2023, we recommend getting your request to us no later than December 18, 2023.


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.

Investment or Beneficiary Changes

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

Need More Assistance?

  • Call or email CSU Human Resources Management at 562-951-4411.
  • Contact Fidelity at 800-343-0860 or visit a Fidelity branch. See Fidelity Resources (PDF) for more information.