Get the free State of Tennessee 457 Plan

Distribution/Direct Rollover Request Governmental 457(b) Plan State of Tennessee 457 Plan Participant Information 9898601 Refer to the Participant Distribution Guide while completing this form. Use

How to fill out state of tennessee 457

How to fill out State of Tennessee 457:

1. Obtain the necessary forms: To fill out the State of Tennessee 457 form, you will first need to obtain the required forms. These forms can typically be found on the official website of the Tennessee Department of Treasury or obtained from your employer if they offer this retirement plan option.
2. Personal Information: Start by providing your personal information accurately. This may include your full name, date of birth, social security number, and contact information. Make sure to double-check the accuracy of this information before proceeding.
3. Employment Information: Next, you will need to enter your employment information. This typically includes the name of your employer, their address, and other relevant details. Fill out this section carefully to ensure the information provided is correct.
4. Contribution Amount: Indicate the amount or percentage of your salary that you wish to contribute to the State of Tennessee 457 plan. Take into consideration any contribution limits set by the plan and choose an amount that aligns with your financial goals and circumstances.
5. Investment Selection: Choose the investment options that best suit your preferences and risk tolerance. The State of Tennessee 457 plan may offer a range of investment options, such as mutual funds or target date funds. Consider seeking advice or researching before making your selections.
6. Beneficiary Designation: Designate your beneficiaries who will receive the funds in the event of your death. Provide their names, contact information, and specify the percentage or amount each beneficiary should receive.
7. Review and Signature: Carefully review all the information you have provided so far. Make sure there are no errors or missing details. Once you've reviewed everything, sign the form with your full legal name and the date of submission.

Who needs the State of Tennessee 457:

1. Tennessee State Employees: The State of Tennessee 457 plan is primarily designed for state employees who wish to save for retirement. This plan offers tax advantages and allows employees to contribute a portion of their salary towards their retirement savings.
2. Local Government Employees: In addition to state employees, certain local government employees in Tennessee, such as city or county employees, may also be eligible for the State of Tennessee 457 plan. These employees can take advantage of the benefits offered by this retirement savings plan.
3. Public School Employees: Public school employees in Tennessee, including teachers and administrators, may also be eligible for the State of Tennessee 457 plan. This provides an opportunity for education professionals to save for retirement in a tax-advantaged manner.
4. Employees of Participating Non-Profit Organizations: Some non-profit organizations in Tennessee may participate in the State of Tennessee 457 plan, allowing their employees to access retirement savings options with tax benefits. Check with your employer to see if they offer this plan.

Remember, it is always advisable to consult with a financial advisor or tax professional who can guide you through the process and provide personalized advice based on your specific situation.

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What is state of tennessee 457?

State of Tennessee 457 is a deferred compensation plan for employees of the state of Tennessee.

Who is required to file state of tennessee 457?

Employees who participate in the state of tennessee 457 plan are required to file.

How to fill out state of tennessee 457?

You can fill out the state of tennessee 457 form online or by contacting your HR department for assistance.

What is the purpose of state of tennessee 457?

The purpose of the state of tennessee 457 plan is to help employees save for retirement.

What information must be reported on state of tennessee 457?

You must report your contributions to the plan and any investment gains or losses.