• Submit a "request for information" on CalSTRS 403(b) Comply website www.CalSTRS.com/403bComply
• A CalSTRS representative will contact the district, explain CalSTRS 403(b) Comply service, and generate a proposal back to the district within one week
• The employer submits the proposal to its school board for approval
• Upon acceptance of the proposal, a signed contract and invoice for initial payment is sent to the employer within one week
• The start-up process begins with receipt of the contract, with the CalSTRS representative contacting the employer to begin the 4-6 week process

Required Information for Start-Up Process:

• Employer contact list
• Employer payroll schedule
• Employer current list of service providers (vendors)
• Initial file consisting of all employees with their name, Social Security number, date of birth, date of hire, current 403(b) deduction amount, and service provider
• Approval by employer of employee memo to be sent to all employees outlining new Compliance Program and Universal Eligibility Status.

Next Steps:

• Salary reduction forms and Notice of Universal Eligibility are sent to all employees of the district (This package is typically prepared within two weeks of receipt of contract and shipped directly to the employer for distribution)
• Forms are returned and processed per agreed upon schedule (typically 2-3 weeks)
• The remittance test file, containing current 403(b) participants with name, Social Security number, current 403(b) deduction amount, service provider and calendar year-to-date 403(b) deductions, is run one payroll prior to first remittance date to validate CalSTRS data and establish current year-to-date totals
• The employer's 403(b) Comply program is online and active