403b and 457 Tax Shelter Annuities

• TPA/SchoolsFirst Contact Information

• To Access TPA Forms

• SchoolsFirst TPA Services Website

• 403(b) Compare/Vendor List

• SchoolsFirst Online Tutorial (PDF)

• How to log in and establish a username and password: PlanVue - Logging In For the First Time

• How to navigate the site to make changes to the contribution amount: PlanVue - Changing Your Deferral Amounts

• You can also submit via the following:

  • Email: rpa@schoolsfirstfcu.org

  • Fax: (714) 258-4262

  If you have questions, please contact a SchoolsFirst Plan Administrator at (800) 462-8328, extension 4727. We're available to assist you Monday through Friday, 7 a.m. to 7 p.m., and Saturday, 9 a.m. to 3 p.m. Pacific time.