Get the free COLORADO PERA 457Plan 457 InPlan Conversion Request Voya Financial Attn: Colorado PE...

COLORADO ERA 457Plan 457 Plan Conversion Request Goya Financial Attn: Colorado ERA 457 Plan PO Box 23219 Jacksonville, FL 322413219 Fax: 18883106019 Use this form to convert pretax assets to Roth

How to fill out colorado pera 457plan 457

1. To fill out the Colorado PERA 457plan 457, you will need to gather the necessary information and documents. Make sure you have your social security number, employer information, and personal identification details on hand.
2. Visit the Colorado PERA website or contact their customer service to request the required forms for enrolling in the 457plan. They will provide you with the necessary paperwork, which may include an enrollment form, beneficiary designation form, and investment selection form.
3. Carefully read through all the instructions provided with the forms. This will help you understand the information you need to provide and ensure accuracy when filling out the documents.
4. Begin by filling out the enrollment form. Provide your personal information, such as your name, address, date of birth, and social security number. Include any additional information requested, like your employment details and salary.
5. Next, move on to the beneficiary designation form. This allows you to designate who will receive your account balance in the event of your death. Provide the required information for each beneficiary, including their name, relationship to you, and contact information.
6. If you haven't done so already, consider seeking professional advice or guidance when selecting your investment options. Review the investment selection form provided by Colorado PERA and make informed decisions regarding where your contributions will be allocated.
7. Once you have completed all the forms, review them carefully for any errors or missing information. Make sure all required fields are filled out and that your handwriting is legible.
8. If you are unsure about any part of the form or have questions, reach out to Colorado PERA's customer service for assistance. They will be able to guide you through the process and address any concerns you may have.
9. Once you are confident that all the forms are complete and accurate, sign and date them as required. Include any additional documentation requested, such as a copy of your identification or proof of employment.

Who needs the Colorado PERA 457plan 457?

1. Any employee who is eligible to participate in the Colorado PERA retirement system may consider enrolling in the 457plan. This includes employees of participating employers such as state agencies, school districts, municipalities, and other government entities.
2. Individuals who want to supplement their retirement savings or save for long-term goals may find the 457plan beneficial. It allows for additional tax-advantaged contributions beyond what is available through other retirement plans.
3. Employees who anticipate retiring before reaching the normal retirement age and want access to their retirement funds as early as age 50 may find the 457plan appealing. This plan allows for penalty-free withdrawals after separation from service.
4. Colorado PERA 457plan may also be suitable for those who wish to diversify their retirement portfolio or prefer additional investment options beyond those offered by other retirement savings plans.

It is important to note that eligibility and participation in the Colorado PERA 457plan may vary based on individual circumstances and employment status. It is recommended to consult with a financial advisor or Colorado PERA representative to determine if this plan is suitable for your specific needs.

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What is colorado pera 457plan 457?

Colorado PERA 457plan 457 is a retirement plan offered to employees of public entities in Colorado.

Who is required to file colorado pera 457plan 457?

Employees of public entities in Colorado who are eligible for the plan are required to file Colorado PERA 457plan 457.

How to fill out colorado pera 457plan 457?

To fill out Colorado PERA 457plan 457, employees need to complete the enrollment forms provided by the plan administrator.

What is the purpose of colorado pera 457plan 457?

The purpose of Colorado PERA 457plan 457 is to provide a retirement savings option for employees of public entities in Colorado.

What information must be reported on colorado pera 457plan 457?

Employees need to report their contribution amounts, investment choices, and beneficiary information on Colorado PERA 457plan 457.