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This document outlines the enrollment process for the IU Tax Deferred Annuity Plan, detailing investment options, beneficiary designation, spousal consent, and the required forms to open an account.
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How to fill out iu tax deferred annuity
How to fill out IU Tax Deferred Annuity Plan (51913)
01
Obtain the IU Tax Deferred Annuity Plan (51913) form from your HR department or the IU website.
02
Complete your personal information in the designated fields, including your name, address, and employee ID.
03
Select the type of contributions you wish to make (e.g., pre-tax or Roth contributions).
04
Decide on the percentage or dollar amount to be contributed to the annuity plan from each paycheck.
05
Choose your investment options by reviewing the available fund selections and their performance.
06
Sign and date the form to confirm your selections and acknowledge any terms and conditions.
07
Submit the completed form to your HR department or designated office for processing.
Who needs IU Tax Deferred Annuity Plan (51913)?
01
Employees of Indiana University who wish to save for retirement on a tax-deferred basis.
02
Staff looking to supplement their retirement savings beyond standard pension plans.
03
Individuals seeking to reduce their taxable income through pre-tax contributions.
04
Anyone interested in flexible investment options for their retirement funds.
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People Also Ask about
What is the maximum contribution to a tax-deferred annuity?
2025 Contribution Limits at a Glance AgeUNI Years of ServiceContribution Limit Under 50 Less than 15 $23,500 Under 50 More than 15 $26,500* 50 or older Less than 15 $31,000 Ages 50-59, and 64 or older More than 15 $34,000*5 more rows
Is there a maximum amount you can put into an annuity?
An annuity can provide steady income that may help protect you from outliving your retirement savings. Unlike 401(k)s and IRAs, annuities don't have contribution limits, but they typically do offer tax-deferred growth on your investments.
Can you add money to a deferred annuity?
With a deferred annuity, annuitants may contribute over many years, adding a bit of money to their annuity from their paycheck. Of course, they may contribute a lump sum, too.
Is there a limit to 403 B contributions?
The limit on elective salary deferrals - the most an employee can contribute to a 403(b) account out of salary - is $23,000 in 2024, ($22,500 in 2023; $20,500 in 2022; $19,500 in 2021 and 2020).
How much can you contribute to a tax deferred annuity?
Like 401(k)s and IRAs, taxes are deferred on your earnings, but unlike 401(k)s and IRAs, annuities have virtually no contribution limits.
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What is IU Tax Deferred Annuity Plan (51913)?
The IU Tax Deferred Annuity Plan (51913) is a retirement savings plan offered by Indiana University that allows employees to defer a portion of their salary to a tax-deferred account for retirement purposes.
Who is required to file IU Tax Deferred Annuity Plan (51913)?
Employees of Indiana University who wish to participate in this tax-deferred retirement savings plan are required to fill out and file the IU Tax Deferred Annuity Plan (51913).
How to fill out IU Tax Deferred Annuity Plan (51913)?
To fill out the IU Tax Deferred Annuity Plan (51913), employees must complete the provided application form with their personal information, specify the amount they wish to defer, and submit it to the appropriate HR or benefits office at Indiana University.
What is the purpose of IU Tax Deferred Annuity Plan (51913)?
The purpose of the IU Tax Deferred Annuity Plan (51913) is to provide Indiana University employees with a means to save for retirement while benefiting from tax advantages by deferring taxes on the contributions and investment growth until withdrawal.
What information must be reported on IU Tax Deferred Annuity Plan (51913)?
The IU Tax Deferred Annuity Plan (51913) requires reporting of the employee's name, employee ID, the amount to be deferred, the chosen annuity provider, and any additional pertinent information regarding investments or deductions.
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