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ENROLLMENT FORM 457(b) Plan of the Regional University System of Oklahoma Plan Number: VFZ439 In this form, Goya Retirement Insurance and Annuity Company may also be referred to as the Company. Participant
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How to fill out enrollment form 457b plan
How to fill out enrollment form 457b plan:
01
Start by entering your personal information, such as your name, social security number, and contact details.
02
Next, provide information about your employment, including your job title, department, and length of service.
03
Indicate whether you are a new participant or if you are making changes to your current plan.
04
Specify your investment options by selecting the investment provider and the contribution amount or percentage.
05
Determine how you would like your contributions to be made, whether through payroll deductions or direct deposits.
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Elect any additional features or services offered by the plan, such as a loan provision or catch-up contributions.
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Read and understand the terms and conditions of the plan, including the investment risks and fees involved.
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Review your completed form for accuracy before submitting it to the appropriate administrator or HR department.
Who needs enrollment form 457b plan?
01
Employees of state and local governments, including public schools and certain tax-exempt organizations.
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Individuals who want to save for retirement in a tax-advantaged account while working for a qualifying employer.
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Those who wish to take advantage of potential employer contributions or matching contributions to their retirement savings.
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Individuals who are looking to defer taxes on their contributions and potentially save for retirement at a lower tax rate in the future.
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