Forms & Resources

EZ Enrollment

• EZ Enrollment pdf

Salary Reduction Agreement (SRA)

• TIAA 
• Fidelity
• Salary Reduction Agreement pdf

Paper Applications

• TIAA Application pdf   University of Wisconsin TIAA Plan ID Number is 100988
• Fidelity Application pdf - University of Wisconsin Fidelity Plan Number is 82828 (enter on page 2 beneath Name of Employer)

• SRP Annual Report 2024 pdf
• SRP Annual Report 2023 pdf
• SRP Annual Report – 2022 pdf
• SRP Annual Report – 2021 pdf
• TSA Annual Report - 2020 pdf
• TSA Annual Report - 2019 pdf

Note: Annual Reports 2020 and prior are listed with the former program name. 

• UW 403(b) SRP 2023 Fee Structure pdf

UW 403(b) SRP Core Investment Line-up

• UW 403(b) SRP Core Investment Line-up

Flash Report

• UW September 2025 Flash Report pdf

• Fidelity Transition Guide pdf
• TIAA Transition Guide pdf

Current Providers 

• TIAA | (800) 842-2776
  • University of Wisconsin TIAA Plan ID Number is 100988

• Fidelity Investments | (800) 343-0860
  • University of Wisconsin Fidelity Plan Number is 82828

Past Providers

• T. Rowe Price (There are no balances remaining with T. Rowe Price.) | (800) 922-9945
• Ameriprise/RiverSource Life Insurance | In Madison: (608) 819-0500, National: (800) 862-7191 
• Lincoln National Life Insurance | In Madison: (608) 231-2231, Statewide: (800) 967-2046
• BNY Mellon (Dreyfus) | (800) 645-6561
• AUL (OneAmerica) | (800) 249-6269
• Allspring Global (formerly Wells Fargo, originally Strong) | (800) 222-8222 
• DWS (Scudder) | (800) 728-3337
• Security Benefit Life | (800) 888-2461

UW 403(B) SRP

• uw403b-srp@wisconsin.edu