Get the free 457 ENROLLMENT FORM - CalSTRS

457 ENROLLMENT FORM 1. PERSONAL INFORMATION (please print clearly) NAME: SOCIAL SECURITY NUMBER: SCHOOL DISTRICT NAME: SCHOOL DISTRICT PLAN NUMBER: School district name and plan number list is provided

How to fill out 457 enrollment form

How to fill out the 457 enrollment form:

1. Start by carefully reading the instructions provided with the enrollment form. This will help you understand the requirements and the information you need to provide.
2. Fill in your personal details, including your full name, address, contact information, and Social Security number. Make sure to double-check for any errors or missing information.
3. Provide information about your employer, such as the company name, address, and contact information. If you have multiple employers, provide details for each one.
4. Indicate the type of 457 plan you are enrolling in, whether it is a governmental or non-governmental plan.
5. Specify your contribution amount and frequency. This is the amount you want to contribute from your salary to the 457 plan, and how often you want these contributions to be made.
6. Designate your beneficiaries. This is important as it determines who will receive the funds in your 457 plan in the event of your death.
7. Review the completed form, ensuring that all information provided is accurate and complete. Sign and date the form wherever required.
8. Submit the form to the appropriate office or department, as indicated in the instructions.

Who needs a 457 enrollment form?

1. Employees who work for state or local governments may need to fill out a 457 enrollment form if their employer offers a 457 retirement plan.
2. Additionally, employees of tax-exempt organizations, such as nonprofit organizations, may need to complete a 457 enrollment form if their employer sponsors a 457 plan.
3. It is essential to check with your employer to determine whether you are eligible for a 457 plan and, if so, whether you need to fill out an enrollment form. They can provide you with specific information and guide you through the process.

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What is 457 enrollment form?

The 457 enrollment form is a document used by employees to enroll in a 457 retirement plan offered by their employer.

Who is required to file 457 enrollment form?

Employees who wish to participate in a 457 retirement plan offered by their employer are required to file a 457 enrollment form.

How to fill out 457 enrollment form?

To fill out a 457 enrollment form, employees must provide personal information, select contribution amounts, and designate beneficiaries.

What is the purpose of 457 enrollment form?

The purpose of the 457 enrollment form is to enroll employees in a 457 retirement plan and establish their contribution amounts and beneficiary designations.

What information must be reported on 457 enrollment form?

The 457 enrollment form typically requires employees to report personal information such as name, address, social security number, contribution amounts, and beneficiary designations.