Get the free Franklin Templeton Non-ERISA Covered 403(b) Plan Application
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Use this form to open a Non-ERISA Covered 403(b) Plan where FTB&T is the custodian. It includes participant information, investment instructions, optional shareholder privileges, beneficiary designation,
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How to fill out Franklin Templeton Non-ERISA Covered 403(b) Plan Application
01
Gather necessary personal information including your Social Security number, date of birth, and contact information.
02
Fill out the Section A of the application form with your personal details.
03
Complete Section B, providing information about your employer and plan details.
04
In Section C, specify your investment choices and allocation percentages.
05
Review Section D and provide any required beneficiary information.
06
Sign and date the application at the designated space.
07
Submit the completed application to your employer or plan administrator.
Who needs Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
01
Employees participating in a 403(b) retirement plan that is not subject to ERISA regulations.
02
Individuals looking to make contributions to their employer-sponsored retirement savings plan.
03
Employers offering a 403(b) plan that requires employees to complete an application to participate.
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What is Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
The Franklin Templeton Non-ERISA Covered 403(b) Plan Application is a form used by eligible organizations to establish a retirement plan for their employees that is exempt from ERISA regulations. It facilitates the setup and contributions to a 403(b) retirement account.
Who is required to file Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
Organizations that wish to provide a Non-ERISA Covered 403(b) retirement plan for their employees, such as certain educational institutions, non-profit organizations, and religious organizations, are required to file this application.
How to fill out Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
To fill out the Franklin Templeton Non-ERISA Covered 403(b) Plan Application, applicants should provide necessary details about the organization, employee eligibility criteria, plan features, and any other required information outlined in the application form, ensuring that all sections are properly completed and signed.
What is the purpose of Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
The purpose of the application is to formally initiate the Non-ERISA Covered 403(b) retirement plan for employees, allowing organizations to offer a tax-advantaged retirement savings option while complying with relevant regulations.
What information must be reported on Franklin Templeton Non-ERISA Covered 403(b) Plan Application?
The application must report information including the organization's name and contact details, type of organization, employee eligibility criteria, contribution structures, plan options, and signatures of authorized representatives.
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