Get the free RCUH Tax-Deferred Annuity Plan Enrollment Form

This document provides enrollment instructions for the RCUH Tax-Deferred Annuity Plan, including steps for opening a retirement account, choosing investments, and filling out necessary information.

How to fill out rcuh tax-deferred annuity plan

How to fill out RCUH Tax-Deferred Annuity Plan Enrollment Form

1. Start by obtaining the RCUH Tax-Deferred Annuity Plan Enrollment Form from the RCUH website or HR department.
2. Fill in your personal information at the top of the form, including your name, address, and Social Security number.
3. Indicate your employment status and the name of your employer in the designated sections.
4. Select the type of contributions you wish to make (pre-tax or post-tax).
5. Specify the amount you want to contribute on a per-paycheck basis.
6. If applicable, choose the specific investment options for your contributions.
7. Sign and date the form at the bottom to verify your information and authorize participation.
8. Submit the completed form to your HR department or the designated plan administrator.

Who needs RCUH Tax-Deferred Annuity Plan Enrollment Form?

1. Employees of RCUH who wish to save for retirement in a tax-advantaged manner.
2. Individuals looking to secure their financial future through investment in a tax-deferred annuity.

For pdfFiller’s FAQs

What is RCUH Tax-Deferred Annuity Plan Enrollment Form?

The RCUH Tax-Deferred Annuity Plan Enrollment Form is a document used by employees to enroll in a tax-deferred annuity plan offered by the Research Corporation of the University of Hawaii (RCUH). This form allows employees to allocate a portion of their salary to a retirement savings plan that defers taxes until funds are withdrawn.

Who is required to file RCUH Tax-Deferred Annuity Plan Enrollment Form?

Employees of the Research Corporation of the University of Hawaii (RCUH) who wish to participate in the tax-deferred annuity plan are required to file the RCUH Tax-Deferred Annuity Plan Enrollment Form.

How to fill out RCUH Tax-Deferred Annuity Plan Enrollment Form?

To fill out the RCUH Tax-Deferred Annuity Plan Enrollment Form, employees should provide their personal information, select the amount of salary to be deferred, choose the investment options available, and sign the form to confirm their enrollment. It is important to follow the instructions provided on the form carefully.

What is the purpose of RCUH Tax-Deferred Annuity Plan Enrollment Form?

The purpose of the RCUH Tax-Deferred Annuity Plan Enrollment Form is to facilitate employee participation in a retirement savings plan that allows for the deferral of taxes on contributions until withdrawals are made, promoting long-term savings for retirement.

What information must be reported on RCUH Tax-Deferred Annuity Plan Enrollment Form?

The RCUH Tax-Deferred Annuity Plan Enrollment Form must report information such as the employee's name, social security number, employment position, the amount of salary to be deferred, selected investment options, and the employee's signature and date of submission.