Get the free Automatic Contribution Plan Authorization form - sttimothys-elca

Automatic Contribution Plan Authorization form Never write another check to ST. TIMOTHY LUTHERAN CHURCH! Save time and money with the St. Timothy's Lutheran Church Automatic (Recurrent) Contribution

How to fill out automatic contribution plan authorization

How to fill out automatic contribution plan authorization:

1. Obtain the automatic contribution plan authorization form from your employer or retirement plan provider.
2. Fill in your personal information, including your name, address, Social Security number, and date of birth.
3. Provide details about your employer or retirement plan, such as the company name and plan name.
4. Indicate the percentage or dollar amount of your paycheck that you want to contribute to the plan automatically. You may also have the option to choose a specific investment option for your contributions.
5. Read and understand any terms and conditions mentioned on the form, such as fees associated with the plan or any vesting schedules.
6. Sign and date the form to confirm your authorization for automatic contributions.
7. Submit the completed form to your employer or retirement plan provider.

Who needs automatic contribution plan authorization?

1. Employees who wish to contribute a portion of their paycheck to a retirement savings plan automatically.
2. Employers who offer automatic contribution plans as part of their employee benefits package.
3. Individuals who are looking to save for retirement and want a convenient way to do so by setting up automatic contributions from their paycheck.

For pdfFiller’s FAQs

What is automatic contribution plan authorization?

Automatic contribution plan authorization is a form that allows an individual to authorize automatic contributions to their retirement account.

Who is required to file automatic contribution plan authorization?

Individuals who wish to set up automatic contributions to their retirement account are required to file automatic contribution plan authorization.

How to fill out automatic contribution plan authorization?

To fill out automatic contribution plan authorization, individuals must provide their personal information, retirement account details, contribution amount and frequency, and signature.

What is the purpose of automatic contribution plan authorization?

The purpose of automatic contribution plan authorization is to ensure regular contributions are made to a retirement account, helping individuals save for retirement.

What information must be reported on automatic contribution plan authorization?

Information such as personal details, retirement account information, contribution amount and frequency, and authorization signature must be reported on automatic contribution plan authorization.

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