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Massachusetts Institute of Technology 457(b) Deferred Compensation Plan 2015 Voluntary Compensation Deferral Agreement* Personal Information (Please print) Employee Name: MIT ID: MIT Address: MIT

How to fill out 2015 457b plan deferral

How to fill out 2015 457b plan deferral:

1. Obtain the necessary forms from your employer or retirement plan administrator. These forms may be available online or through your human resources department.
2. Read the instructions carefully to ensure that you understand the information required and any specific deadlines.
3. Provide your personal information, including your name, address, and social security number, as well as the name and contact information of your employer.
4. Determine the amount you wish to defer from your salary into the 2015 457b plan. This may be a fixed dollar amount or a percentage of your salary.
5. Indicate whether you would like to make a one-time deferral or set up recurring contributions throughout the year.
6. Consider any additional options or features offered by the plan, such as catch-up contributions for individuals nearing retirement age.
7. Review the form for accuracy before submitting it to your employer or retirement plan administrator. Double-check that all information is correct and legible.
8. Submit the form according to the instructions provided. This may involve mailing it or submitting it electronically, depending on the procedures established by your employer or plan administrator.

Who needs 2015 457b plan deferral?

1. Employees of government organizations or certain tax-exempt organizations who are eligible for a 457b retirement plan.
2. Individuals who wish to save for retirement and benefit from the tax advantages offered by a 457b plan.
3. Those who want to defer a portion of their salary into a retirement account, allowing for potential growth and tax-free contributions until withdrawal in retirement.

For pdfFiller’s FAQs

What is 457b plan deferral agreement?

A 457b plan deferral agreement allows employees to defer a portion of their salary into a retirement savings account, which is typically offered to employees of state and local governments or tax-exempt organizations.

Who is required to file 457b plan deferral agreement?

Employees who are eligible to participate in a 457b plan and wish to defer a portion of their salary into the plan are required to file a 457b plan deferral agreement.

How to fill out 457b plan deferral agreement?

Employees must provide their personal information, salary deferral amount, investment options, and beneficiary designation when filling out a 457b plan deferral agreement.

What is the purpose of 457b plan deferral agreement?

The purpose of a 457b plan deferral agreement is to allow employees to save for retirement by deferring a portion of their salary into a tax-advantaged retirement account.

What information must be reported on 457b plan deferral agreement?

The 457b plan deferral agreement must include the employee's personal information, salary deferral amount, investment options, and beneficiary designation.

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