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This form allows employees of Ball State University to elect participation in the Alternate Pension Plan (APP) and designate investment companies for their pension contributions.
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How to fill out alternate pension plan designation
How to fill out Alternate Pension Plan & Designation of Investment Company Election Form
01
Obtain the Alternate Pension Plan & Designation of Investment Company Election Form from your employer or relevant administrative office.
02
Review the instructions provided with the form carefully to understand the requirements.
03
Fill in your personal details at the top of the form, including your name, employee ID, and contact information.
04
Indicate your choice of pension plan by checking the appropriate box as per your preference.
05
In the investment company designation section, select the investment company you wish to designate for your pension contributions.
06
If applicable, provide specific account numbers or additional details required for the investment company.
07
Review all entries to ensure accuracy and completeness.
08
Sign and date the form at the designated space to validate your selections.
09
Submit the completed form to your HR department or the designated office as instructed.
Who needs Alternate Pension Plan & Designation of Investment Company Election Form?
01
Employees who are eligible to participate in an alternate pension plan offered by their employer.
02
Individuals looking to designate an investment company for their pension contributions.
03
Those seeking to make changes to their existing pension plan or investment designations.
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What is Alternate Pension Plan & Designation of Investment Company Election Form?
The Alternate Pension Plan & Designation of Investment Company Election Form is a document used by employees to select an alternative pension plan and to designate which investment company will manage their retirement assets.
Who is required to file Alternate Pension Plan & Designation of Investment Company Election Form?
Employees who wish to participate in an alternate pension plan or change the investment company managing their retirement account are required to file this form.
How to fill out Alternate Pension Plan & Designation of Investment Company Election Form?
To fill out the form, provide personal information such as your name, employee ID, and contact details. Select the alternate pension plan you wish to enroll in, and specify the investment company you choose, along with any relevant account numbers.
What is the purpose of Alternate Pension Plan & Designation of Investment Company Election Form?
The purpose of this form is to allow employees to make informed decisions regarding their retirement plans, ensuring that they can choose the most suitable pension plan and investment company for their needs.
What information must be reported on Alternate Pension Plan & Designation of Investment Company Election Form?
The form typically requires personal identification information, the selected alternate pension plan, the chosen investment company, and may include instructions for contributions or withdrawals.
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