Tax Supplemental Accounts 403(B)
UWF provides five companies that offer 403(B) Tax Deferred Annuity Plans to employees including adjuncts and non-student OPS. These plans allow employees to defer money prior to taxes being withheld. Funds placed in Tax Deferred Annuity plans are not tied to State Retirement Plans. Under very limited conditions funds may be withdrawn prior to retirement for loans or qualifying hardships, but in most cases a penalty may have to be paid, and in all cases the money withdrawn would be subject to current federal income taxes. Employees interested in information regarding the University of West Florida's Tax Deferred Annuity programs may contact the Office of Human Resources or the agents shown below for brochures outlining the available plans:
| Company | Representative | Phone Number |
|---|---|---|
| VOYA/Lincoln | Samantha Wells | 850.291.5379 |
| Equitable AXA | Weston Cramer | 850.470.2424 |
| MetLife | Joe Peterson | 850.478.7955 |
| TIAA | Howard Reiff | 813.632.5109 |
| Corebridge (formerly AIG/VALIC) | Jesse Wickham | 850.418.3686 |
