Envoy Salary Reduction Agreement (SRA)

You don't have to complete a separate SRA when enrolling online for the CTA 403(b) plan because Envoy SRA is already integrated.

There are two situations when you do need to complete a separate SRA:

1. If you district is not integrated (you will be notified during the enrollment process).
2. If you wish to change your contributions after your initial enrollment.

NOTE: The SRA information entered via the online system will supersede and replace all prior 403(b) and/or 457(b) elections including the amounts, investment providers, and effective dates. Any election(s) you want to continue must be reflected or the election will be stopped.

• Visit https://envoy.tsacg.com/SRA/index.php.
• Click on "START TRANSACTION" button.
• Check "Confirm" radio button under "Part 1: Employee Certification section.
• Select "California" in the "Employer State" drop-down.
• Select your employer in the "Employer" drop-down. If your employer is not listed, contact the SRA Processing department at 800-248-8858 ext. 5402. 

• Type in your SSN and date of birth.
• If you have previously entered SRA information or Envoy has your demographic information archived in their system, most of your personal information will pre-populate. 
• If your information is not currently in Envoy’s system, you will be able to add your record.

You have the ability to start, change, or stop contributions.

• Effective date = today’s date.
• "Total Per Pay Dollar Amount" = How much you want to contribute each pay period… for example, $400.
• Under "Investment Provider", select "CTA RSP 403(b) Plan.
• Select "403(b)" or "403(b) Roth" under "Plan Type".
• If you are just starting your CTA 403(b) contributions, you just need to fill in the "New Amount".
• If you are changing your contribution, you need to type in your current contribution under "Previous Amount" and the desired contribution under "New Amount". 
• If you want to stop making contributions, fill in the current contribution amount under "Previous Amount" and put $0 under "New Amount". 
• NOTE: Make sure "Total Per Pay Dollar Amount" is same as the "New Amount". 
• When you are done, click "FINISHED" button. 

• Check "I have read and and agree to the terms above." checkbox under "Salary Reduction Agreement Terms" section.
• Check "By checking this box you agree to the following" checkbox under "Disclosures" section.
  
• Check "I am not a robot" checkbox.
• Click "SUBMIT" button.