SchoolsFirst Plan Administration (SchoolsFirst Federal Credit Union) fax number

Fax destination details

Department

Retirement Plan Administration

Purpose

Submitting 403(b) and 457(b) Salary Reduction Agreement (SRA) forms and other retirement-plan documents; processing hardship distributions, QDRO distributions, and distributions/rollovers.

Form

403(b) Salary Reduction Agreement (SRA); 457(b) Salary Reduction Agreement (SRA); Hardship Distribution Authorization; QDRO Distribution/Rollover — 403(b) Salary Reduction Agreement (SRA); 457(b) Salary Reduction Agreement (SRA); Hardship Distribution Authorization Form; QDRO Distribution/Rollover Authorization Form

Address

2115 N Broadway, Santa Ana, CA 92706

Voice phone

1-800-462-8328 ext. 4727

Website

Visit organization website

Before you send

• Confirm that this exact department handles your document or request.
• Check the organization website or call its main line for the current fax number.
• Include a cover sheet and any case, member, claim, or form reference required.
• Keep the delivery confirmation with your submission records.

Submit completed forms to SchoolsFirst Plan Administration via fax or email; ensure signatures and dates are provided; for 403(b)/457(b) changes, submit at least 30 days but no more than 90 days prior to the effective date; some forms allow online deferral changes via PlanVue or pa.schoolsfirstfcu.org as indicated on the form.