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TAX SHELTER ANNUITIES (TSA)

Chino Valley Unified S.D.

Direct Contact:

Gabrielle Casasola

Benefit Technician ext. 1236

Gabrielle_Casasola@chino.k12.ca.us

Direct Contact:

Alex Apodaca

515 Grand Ave. Suite B

Walnut, CA 91789

(800) 462-8328 ext. 4116

aapodaca@schoolsfirstfcu.org

SchoolsFirst Annual Notification and Approved Vendor List

2025 Universal Notification Letter

2025 Universal Notification Letter 403b_457b.pdf 58.9 KB (Last Modified on January 28, 2025)

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2024 Approved Vendor List

2024 Approved Provider List.pdf 74.89 KB (Last Modified on October 8, 2024)

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457 (b) Documents

Retirement Plan Online Access Instructions

Retirement Plan Online Access Instructions.pdf 732.08 KB (Last Modified on October 8, 2024)

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457 (b) Salary Reduction Agreement

457b Salary Reduction Agreement.pdf 382.01 KB (Last Modified on October 8, 2024)

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403 (b) Documents

Retirement Plan Online Access Instructions

Retirement Plan Online Access Instructions.pdf 732.08 KB (Last Modified on October 8, 2024)

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403 (b) Salary Reduction Agreement

403b Salary Reduction Agreement.pdf 472.51 KB (Last Modified on October 8, 2024)

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Deferral Online Tutorial

Deferral Online Tutorial

22_01_Deferral_Online_Tutorial.pdf 497.58 KB (Last Modified on October 8, 2024)

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