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3121 FICA Alternative Plan Participant Enrollment, Investment Election, And Designation of Beneficiary Form PARTICIPANT INFORMATION (Please Print Information Clearly) Social Security Number: Date
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How to fill out the participant enrollmentinvestment election form:

01
Start by carefully reviewing all the instructions provided with the form. Make sure you understand the purpose and requirements of the enrollmentinvestment election form.
02
Locate the necessary sections on the form. It may be divided into different categories, such as personal information, investment options, beneficiary designation, etc.
03
Begin by filling in your personal information accurately. This could include your full name, address, contact details, and social security number. Ensure that you provide the required information in the designated fields.
04
Next, move on to the investment options section. Here, you will have to choose from a range of investment choices offered by your employer or the investment provider. Carefully consider your risk tolerance, investment goals, and any financial advice or guidelines provided.
05
Once you have selected your investment options, indicate the percentage or amount you would like to allocate to each option. Ensure that the total percentage or amount adds up to 100% or the total amount you intend to invest.
06
If there are any sections related to beneficiary designation, carefully fill in the details. This typically involves providing the name, relationship, and contact information of the beneficiaries who will receive your investment funds in case of your death.
07
Before submitting the form, review all the information you have provided to ensure accuracy and completeness. Double-check your personal details, investment choices, and beneficiary designations.

Who needs the participant enrollmentinvestment election form:

01
Employees who are newly joining a retirement plan or investment program provided by their employer will need to fill out the participant enrollmentinvestment election form.
02
Existing employees who wish to make changes to their investment options, beneficiaries, or contribution amounts will also need to use this form.
03
The form is necessary for individuals who want to participate in their employer's retirement savings plan or any other investment program offering various investment options.
Note: The specific requirements and availability of the participant enrollmentinvestment election form may vary depending on the employer and the investment provider. It is always recommended to consult with HR or the designated contact person for further guidance.
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The participant enrollment/investment election form is a document used by individuals to select their investment options and enroll in a retirement plan.
Any individual who is eligible to participate in the retirement plan and wishes to select investment options must file the participant enrollment/investment election form.
To fill out the participant enrollment/investment election form, individuals need to provide their personal information, select investment options, and sign the form to indicate their choices.
The purpose of the participant enrollment/investment election form is to allow individuals to choose how their retirement plan contributions will be invested and to enroll in the plan.
The participant enrollment/investment election form typically requires individuals to provide their name, address, Social Security number, investment choices, and signature.
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