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CalSTRS 403bComply Enrollment Instructions

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Theseare instruc2onsforfirst&meuserscrea2ngaCalSTRS403bComplyaccount.Exis&nguserswillfindthisdocumenthelpfulbecausethewebsitehasbeenupdated,andthiswillwalkyouthroughthosenewscreens.

TRADITIONALCalSTRS403bComply:Thisplanautoma2callydeductspartofyoursalary into there2rementsavingsplanbeforetaxesaretakenout.Themoneygrowstax-deferredun2lit'swithdrawn,andthenthetaxescomedue.

REMINDER:Youcanhavebothatradi2onalandaCalSTRSRoth403bComplyaccount—andcontributetooneorbothatthesame2me—ifallowedbyyourplan.

CalSTRS403bComplyEnr.Inst.3/2016

1. Gotowww.calstrs403bcomply.comtosetupyoursalarydeferral(contribu2onamount)andalloca2on.ClickLogin.

CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply

NEWANDEXISTING USERS,STARTHERE.

2. Fromthenaviga2onbar,selectthefirstleSerofyourdistrict’sname.WeareusingTulareCOEasourexample.

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CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply

3. Selectyourdistrict’sname.WeareusingTulareCOEasourexample.

YourPlanPasswordcanbefoundonthePlanDescrip&onhere.

4A.NEWUSERSselect403(b),thenselectRegister.

5.Password;clickNEXT.

(RefertoStep3ifyoudonotknowyourPlanPassword.)

NEWUSERSenteryour(casesensi2ve)Plan

4B.EXISTINGUSERSselectLogin.

ThengotoStep8onPage4

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6.CreateyourUsernameandPassword;enterallpersonalinforma2on;thenclick

NEXT.

NEWUSERSskipnextpage.GotoStep8onpage5.

7. InvestmentElec2ons—ClickEmployeeDeferraltorevealyourinvestmentchoices.

CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply

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5.EXISTINGUSERSenteryourUsername

andPassword;thenselectLOGIN.

6A.ClickManageInvestmentstovieworchangeyourcurrentelec2ons.

6B. Thisscreenrevealsyourcurrent403(b)investmentchoices.Tochangeamountsorvendors,clickGETSTARTED.

7. NowclickEmployeeDeferraltorevealall403(b)investmentfundsoffered.

CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply

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8.Nextapplythedollaramountofyourcontribu2ontotheinvestment(s)ofyourchoice.Onceyouaresa2sfiedwithyourchoicesandyourtotalattheboSomofthepageequalsyourper-paycheckdeduc2on,clicktheIauthorizebox.

ThenclickNEXT.

CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply

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10.Welldone!Youarefinished!Your six-digitConfirma2onNumberwillbeemailedtoyou.

Pleasenote:Yourcontribu2onmaybecancelledifyouhavenotsetupanaccountwiththevendor(s).Toreviewyourvendorregistra2ons,clickhere.

9. Reviewallentries.MakeanychangesusingtheEditbuSons.

ClickSUBMITwhenyouaresa2sfied.

CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply CalSTRS 403bComply