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Wayne County Employees Retirement System 28 West Adams, Suite 1900 Detroit, MI 48226 (313) 2245890 Fax (313) 2241917 Wayne County Airport Authority Defined Contribution Plan 4 Change Request Form

How to fill out defined contribution change request

How to fill out defined contribution change request:

1. Obtain the necessary form from your employer or retirement plan provider. This form is typically available online or through your HR department.
2. Start by completing your personal information, including your full name, social security number, and contact information. Ensure that all information is accurate and up to date.
3. Provide details about your existing defined contribution plan, such as the name of the plan, the account number, and the current investment options. This information helps ensure that the request is correctly processed.
4. Indicate the changes you wish to make to your defined contribution plan. This could include adjusting your contribution amount, changing your investment allocations, or updating your beneficiary information. Be specific and clear about the changes you want to make.
5. If applicable, provide any additional documentation required by your employer or retirement plan provider. This may include proof of a life event, such as a marriage certificate or birth certificate, if you are making changes due to a qualifying event.
6. Review your completed form for accuracy and completeness. Double-check all the information you have provided to ensure there are no errors or omissions.
7. Sign and date the form. By signing, you acknowledge that the information provided is true and accurate to the best of your knowledge.
8. Submit the completed form to the designated recipient. Follow any specific instructions provided by your employer or retirement plan provider regarding submission methods, such as mailing, faxing, or submitting electronically.

Who needs defined contribution change request?

1. Employees who participate in a defined contribution retirement plan, such as a 401(k) or 403(b), may need to submit a change request. This allows individuals to make changes to their contributions, investment allocations, or beneficiary designations.
2. Individuals who experience a life event, such as getting married, having a child, or getting divorced, may need to update their defined contribution plan accordingly. A change request is necessary to reflect these changes and ensure the plan aligns with the individual's updated circumstances.
3. Employees who wish to adjust their retirement savings strategy, such as increasing or decreasing their contributions or adjusting their investment allocations, may use a change request to implement these modifications. This allows individuals to proactively manage and optimize their retirement savings.

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What is defined contribution change request?

Defined contribution change request is a form that allows participants in a retirement plan to make changes to their contribution amount or investment options.

Who is required to file defined contribution change request?

Participants in a retirement plan who wish to make changes to their contribution amount or investment options are required to file a defined contribution change request.

How to fill out defined contribution change request?

Participants can fill out a defined contribution change request by providing their personal information, selecting the desired changes, and submitting the form to the plan administrator.

What is the purpose of defined contribution change request?

The purpose of a defined contribution change request is to allow participants to adjust their retirement plan contributions and investment options according to their financial goals.

What information must be reported on defined contribution change request?

Participants must report their personal information, current contribution amount, desired changes, and any updated investment preferences on the defined contribution change request.