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Get the free 2014 ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM

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This document is used by employees to enroll in, change, or discontinue their contributions to the ORAU Supplemental Retirement Plan under Section 403(b) of the Internal Revenue Code.
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How to fill out 2014 ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM

01
Obtain the 2014 ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM.
02
Read the instructions on the form carefully to understand the requirements.
03
Fill in your personal information such as name, address, and Social Security Number.
04
Indicate your employment details including your position and the date of employment.
05
Specify whether you are enrolling for the first time, making a change, or withdrawing from the plan.
06
Provide the necessary financial information, including contribution amounts and payment options.
07
Review all filled sections to ensure accuracy and completeness.
08
Sign and date the form at the designated areas.
09
Submit the completed form to the HR department or the appropriate office as instructed.

Who needs 2014 ORAU SUPPLEMENTAL RETIREMENT PLAN AGREEMENT/ENROLLMENT/CHANGE FORM?

01
Employees of ORAU who wish to enroll or make changes to their participation in the Supplemental Retirement Plan.
02
Any individual looking to make adjustments to their existing retirement plan setup.
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The 2014 ORAU Supplemental Retirement Plan Agreement/Enrollment/Change Form is a document used by employees to enroll in or make changes to their participation in the ORAU Supplemental Retirement Plan, which provides additional retirement benefits beyond standard retirement plans.
Employees of ORAU who wish to enroll in or modify their participation in the Supplemental Retirement Plan are required to file this form.
To fill out the form, employees should provide their personal information, indicate whether they are enrolling or making changes, and specify the details of the changes or contributions they wish to make. Employees should carefully read any instructions provided with the form.
The purpose of this form is to facilitate the enrollment of employees in the ORAU Supplemental Retirement Plan and to allow employees to make changes to their contributions or benefit selections, thereby ensuring they can effectively plan for their retirement.
The form requires employees to report their personal information, including name, address, and employee ID, as well as details about their desired contribution amount or any changes in elected benefits related to the Supplemental Retirement Plan.
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