Tax Sheltered Annuities

Board of Regents policy 803.1 authorizes units of the Montana University System to negotiate for and purchase tax sheltered annuities and deferred compensation plans for employees.  Listed below you will find links to those tax sheltered annuities which are authorized for Montana University System employees.

 

403(b) or 457(b) Quick Facts

 

How to apply for loan or hardship withdrawal certification for your existing 403(b) account:

 

                        http://www.brainshark.com/valic/LandH-Presentation

            This certificate must be attached to the loan forms from your 403(b) vendor.

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Montana University System • Office of the Commissioner of Higher Education
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