Get the free 457 Plan Enrollment Guide - City of Dallas

City of Dallas 457 Deferred Compensation Plan Invest in your retirement?and yourself?today, with help from the City of Dallas 457 Plan and Fidelity. Your Guide to Getting Started Invest some of what

How to fill out 457 plan enrollment guide

How to fill out 457 plan enrollment guide:

1. Understand the purpose of the 457 plan and its benefits. Familiarize yourself with the key features and investment options offered in the plan.
2. Gather all necessary documents such as identification, social security number, beneficiary information, and employment details.
3. Carefully read the enrollment guide provided by your employer or plan administrator. Pay attention to any deadlines or special instructions mentioned.
4. Fill out the personal information section accurately. Provide your name, address, contact details, and employment information as required.
5. Select your contribution amount or percentage. Determine how much you want to contribute from your salary into the 457 plan regularly.
6. Review and understand the investment options available in the plan. Consider your risk tolerance, investment goals, and time horizon when choosing investments.
7. Designate your beneficiaries. Specify who should receive the funds in case of your death. Provide their names, relationship, social security numbers, and contact information.
8. Complete any additional forms or sections that may be necessary, such as designating a power of attorney or choosing a default investment program.
9. Review the filled-out enrollment guide thoroughly to ensure all information is accurate and complete. Make any necessary corrections or additions.
10. Sign and date the enrollment guide as required by your employer or plan administrator.
11. Submit the completed enrollment guide to the appropriate party within the designated timeframe.

Who needs 457 plan enrollment guide:

1. Employees who are eligible for a 457 retirement plan.
2. Individuals interested in saving for retirement and taking advantage of potential tax benefits offered by the plan.
3. Employees who want to take control of their long-term financial security and join an employer-sponsored retirement savings program.

For pdfFiller’s FAQs

What is 457 plan enrollment guide?

The 457 plan enrollment guide is a document that provides information and instructions to individuals who are eligible to participate in a 457 plan. It outlines the steps and details regarding the enrollment process in the plan.

Who is required to file 457 plan enrollment guide?

Individuals who are eligible to participate in a 457 plan are required to file the enrollment guide. This may include employees of government entities and certain nonprofit organizations.

How to fill out 457 plan enrollment guide?

To fill out the 457 plan enrollment guide, you need to follow the instructions provided in the guide. Generally, you will be required to provide personal information, such as your name, address, and Social Security number, and make selections regarding your contribution amounts and investment options.

What is the purpose of 457 plan enrollment guide?

The purpose of the 457 plan enrollment guide is to help individuals understand the enrollment process and make informed decisions about their participation in the plan. It provides important information about the plan's features, benefits, and contribution options.

What information must be reported on 457 plan enrollment guide?

The 457 plan enrollment guide typically requires individuals to report personal information, such as their name, address, and Social Security number. Additionally, it may require information related to contribution amounts, investment options, and beneficiary designations.

How do I complete 457 plan enrollment guide online?

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