Salary Reduction

SRA changes can be made directly through your Empower account by clicking here.

Any changes made to your deferral amount on the Empower website will only affect your contributions with Empower. All changes made on the Empower site will be sent automatically to SchoolsFirst FCU for processing and record maintenance.

It is essential to note this change will not change or discontinue any contributions you may have with another investment provider within the FBC program. If you need to make changes with another investment provider, please visit the SchoolsFirst FCU website at www.pa.schoolsfirstfcu.org.

Maximum Contribution Worksheets (all plans)

• 2020 Maximum Contribution Worksheet

403(b)/Roth 403(b) – Please note, your Investment provider may require its own paperwork in addition to forms from the SchoolsFirst Plan Administration. Please submit all forms to SchoolsFirst per the instructions on the form.

• 403(b) Distribution/Rollover Authorization form
• 403(b) Exchange Authorization Form
• 403(b) Hardship Authorization Form
• 403(b) Loan Authorization Form
• QDRO Distribution Rollover Form

Salary Reduction Agreement (SRA) – use this form to start, stop, or change your regular allocations:

• SRA – 457(b)
• SRA – 403(b)/Roth 403(b)