Get the free 457(b) Vanguard Enrollment Form - hr emory

Emory Healthcare, Inc. Vanguard Plan # 078027 Deferred Compensation Plan Account Information Enrollment/Change Check one: New Enrollment Change Social Security # Name (Last, First, MI) Address City

How to fill out 457b vanguard enrollment form

How to fill out 457b Vanguard enrollment form:

1. Obtain the form: Start by obtaining the 457b Vanguard enrollment form. This can be typically obtained from your employer or plan administrator. You may also be able to find the form on the Vanguard website.
2. Personal Information: Begin by providing your personal information, including your full name, address, phone number, and email address. Make sure to double-check the accuracy of the information provided.
3. Employment Information: Fill out the section related to your employment information. This may include details such as your employer's name, address, and contact information. You might also need to provide your employee identification number or social security number.
4. Contribution Elections: Indicate how much money you would like to contribute to the 457b plan. Specify whether you want a percentage or a fixed dollar amount deducted from your paycheck. Vanguard might provide a contribution election worksheet to help you calculate and select the desired contribution amount.
5. Beneficiary Designation: Designate beneficiaries for your 457b plan. Provide the full name, date of birth, and relationship of each beneficiary. It's important to keep your beneficiary designation up to date to ensure your assets are distributed according to your wishes.
6. Investment Choices: Select the investment options for your contributions within the 457b plan. Vanguard typically offers a variety of investment funds with different risk levels and objectives. You may need to indicate the percentage or dollar amount you would like to allocate to each investment option.
7. Signature: Sign and date the form to certify the accuracy of the information provided. Review the form to ensure all sections are complete and correct before submitting it.

Who needs a 457b Vanguard enrollment form:

1. Employees of eligible organizations: 457b plans are typically offered to employees of certain tax-exempt organizations, state and local governments, and certain non-profit organizations. If you work for such entities, you may need a 457b Vanguard enrollment form.
2. Individuals who want to save for retirement: The 457b plan is designed to help individuals save for retirement through regular contributions from their salary or wages. If you are interested in saving for retirement with the benefits of a 457b plan, you would need to obtain and fill out the enrollment form.
3. Individuals seeking investment options through Vanguard: Vanguard is a reputable investment company that offers a range of investment options. If you prefer to invest your retirement savings through Vanguard's 457b plan, you would need to complete the enrollment form specific to Vanguard.

Note: It is crucial to consult with your employer or plan administrator for specific information and guidance regarding the 457b Vanguard enrollment form and its requirements.

For pdfFiller’s FAQs

What is 457b vanguard enrollment form?

The 457b vanguard enrollment form is a document that allows eligible employees to enroll in a retirement savings plan provided by Vanguard.

Who is required to file 457b vanguard enrollment form?

Employees who meet the eligibility criteria set by their employer and wish to participate in the Vanguard 457b retirement savings plan are required to file the enrollment form.

How to fill out 457b vanguard enrollment form?

To fill out the 457b vanguard enrollment form, employees must provide personal information, select investment options, and designate beneficiaries. The form should be submitted to the employer's HR department for processing.

What is the purpose of 457b vanguard enrollment form?

The purpose of the 457b vanguard enrollment form is to enroll eligible employees in the Vanguard 457b retirement savings plan, allowing them to save for retirement with tax advantages.

What information must be reported on 457b vanguard enrollment form?

The 457b vanguard enrollment form typically requires personal information such as name, address, social security number, as well as investment preferences and beneficiary designations.

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