Download Documents & Resources

Change Contribution Levels

  • The Annuity Supplement (TAS) Salary Reduction Agreement (A-13a)

    pdf file: 105 KB

    The Annuity Supplement (TAS) Salary Reduction Agreement (A 13a) The employee uses this form to authorize the employer to direct a portion of their salary to the TAS retirement plan on the employee’s behalf. The employee chooses the portion of salary to redirect to TAS. We also encourage you to download the Salary Reduction Agreement Guidelines (GL5) for more information on how to choose an amount to contribute to TAS.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Salary Reduction Agreement Guidelines (GL5)

    pdf file: 69 KB

    This fact sheet explains the federal regulations governing how much you can contribute to The Annuity Supplement (TAS).

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Tax-Deferred Annuity (TDA) Change of Contribution (A-13b)

    pdf file: 88 KB

    This form is used when the employer wants to change the contribution to the employee’s TDA retirement plan. The employer can specify the size of the contribution and how often the contribution will be made.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.