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This document serves as an agreement form for employees to enroll, change, or stop contributions to the ORAU Supplemental Retirement Plan under Section 403(b) of the Internal Revenue Code.
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How to fill out orau supplemental retirement plan
How to fill out ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM
01
Obtain the ORAU Supplemental Retirement Plan Agreement/Enrollment/Change Form from the designated source.
02
Read the instructions provided on the form carefully to understand the requirements.
03
Fill out the personal information section, including your name, address, and employee identification number.
04
Specify whether you are enrolling in the plan for the first time or making a change to your existing enrollment.
05
Choose the type of contributions you wish to make (e.g., pre-tax or after-tax contributions).
06
Indicate the amount or percentage of your salary you wish to contribute to the plan.
07
Review your selections to ensure all information is accurate and complete.
08
Sign and date the form to verify that the information provided is correct.
09
Submit the completed form to your HR department or the designated retirement plan administrator.
Who needs ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
01
Employees of ORAU who are eligible and wish to participate in the Supplemental Retirement Plan.
02
Employees who wish to make changes to their existing retirement contributions.
03
New employees who are enrolling in the retirement plan during their onboarding process.
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What is ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
The ORAU Supplemental Retirement Plan Agreement/Enrollment/Change Form is a document used by employees of Oak Ridge Associated Universities (ORAU) to enroll in or make changes to their supplemental retirement savings plan, which provides additional retirement income beyond standard retirement benefits.
Who is required to file ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
Employees of ORAU who wish to participate in the supplemental retirement plan or make changes to their existing enrollment must file the ORAU Supplemental Retirement Plan Agreement/Enrollment/Change Form.
How to fill out ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
To fill out the form, employees should provide their personal information, select the desired contribution amount, indicate any changes to existing enrollment, and sign the form. It's recommended to review the instructions provided with the form for any specific requirements.
What is the purpose of ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
The purpose of the form is to allow employees to formally enroll in the supplemental retirement plan or to make changes to their existing contributions, ensuring they have a structured way to plan for additional retirement savings.
What information must be reported on ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?
The form requires employees to report personal details such as name, employee ID, the amount they wish to contribute, the type of change being made (if applicable), and must include a signature to authorize the changes.
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