Benefits Forms: 457(b) Forms

IMPORTANT: All of the forms listed on these pages are in Adobe Portable Document Format (PDF). If you do not already have Adobe Acrobat Reader on your computer, you must download and install Adobe Acrobat Reader before you will be able to view or print Benefits forms.

Change your SRA and/or 457(b) online using Self Service on Wolverine Access

You can enroll in an SRA or 457(b), change your contribution amount(s), or change your choice of investment carrier online; paper forms are no longer required. In addition, a new feature on Wolverine Access allows you to calculate the amount you may contribute to each plan according to IRS limits.

For more information, visit: benefits.umich.edu/announcements/esra.html

Deferred Compensation 457(b) Plan Salary Deferral Form
Download this packet for instructions and the form needed to enroll in the 457(b) plan. Includes the Salary Deferral Agreement form.

Cancel or Change 457(b) Contribution
Download this form to cancel your 457(b) contribution or to change the amount of your contribution. All requests to cancel or change the contribution amount shall become effective no earlier than the month following receipt by the Benefits Office.

Every effort has been made to ensure the accuracy of the benefits information in this site. However, if any provision on the benefits plans is unclear or ambiguous, the Benefits Office reserves the right to interpret the plan and resolve the problem. If any inconsistency exists between this site and the written plans or contracts, the actual provisions of each benefit plan will govern. The University of Michigan in its sole discretion may modify, amend, or terminate the benefits provided with respect to any individual receiving benefits, including active employees, retirees, and their dependents.