Omni 403B TSA contributions

Instructions:

1. Go to OMNI’s Website www.omni403b.com and select the purple button labeled “Participants”

   

2. Next, in the lower left-hand corner in the blue box select the Employer’s State:

   

3. On the same page, in the lower left-hand corner begin entering the Employer Name. Note that when you begin typing the name, a dropdown box will appear where you can select the correct name.

   

4. You have now reached the Organization Page where you will find the following information:

    

   1. Participating Service Providers – This section identifies those service providers that employees are allowed to make contributions to.
   2. Salary Reduction Agreement (SRA) – This section is where employees can submit or print an SRA form to start, stop or make a change to their contribution.
   3. Service Provider Transactions – This section is where you will find the forms needed to initiate a transaction such as a distribution or loan.
       
   4. Choose the correct tab (403b or 457b) for your investment account. 
5. For the online payroll deduction setup process Select Salary Reduction Agreement-Online

   

6. Step 1: Fill in the form with your information be sure to double check the Employer State and Employer Name

   

7. To Submit information re-enter Social Security # and select Continue.

   

8. Step 2: Confirm all Entries, then re-enter Social Security # and select Continue.

   

9. Step 3: Submission Confirmation, print out this page and keep for your records. Part 3 of the submission page will have a tracking ID