Get the free 457 ENROLLMENT FORM - rivercharterschools.org

457 ENROLLMENT FORM 1. PERSONAL INFORMATION (please print clearly) NAME: SOCIAL SECURITY NUMBER: SCHOOL DISTRICT NAME: SCHOOL DISTRICT PLAN NUMBER: School district name and plan number list is provided

How to fill out 457 enrollment form

How to Fill Out 457 Enrollment Form:

1. Start by reading the instructions: Before you begin filling out the 457 enrollment form, it is important to carefully read the instructions provided with the form. This will help you understand the requirements and gather all the necessary information.
2. Personal Information: Begin by providing your personal information accurately. This may include your full name, date of birth, social security number, contact details, and address. Make sure to double-check the accuracy of this information as any mistakes may cause delays or complications.
3. Employment Details: The next section typically requires you to provide details about your employment. This may include information about your employer, job title, work start date, and anticipated end date. Fill out this section accurately and thoroughly to ensure the form is complete.
4. Beneficiary Designation: In this section, you may be required to designate beneficiaries for your 457 plan. Carefully consider who you would like to designate as beneficiaries and provide their accurate names, contact information, and relationship to you. It is important to keep these designations up to date as life circumstances change.
5. Contribution Election: The 457 enrollment form may also include a section where you can elect the amount or percentage of your salary that you wish to contribute to the plan. Review the options available and choose the contribution amount that best aligns with your financial goals and capabilities.
6. Signature and Date: Once you have completed all the required sections of the enrollment form, make sure to sign and date it before submitting it to the designated authority. Your signature signifies that the information provided is true and accurate to the best of your knowledge.

Who Needs 457 Enrollment Form:

1. Employees eligible for a 457 plan: The 457 enrollment form is typically required for employees who are eligible to participate in a 457 retirement savings plan. This may include employees of state and local governments, as well as certain nonprofit organizations.
2. Individuals who want to contribute to a 457 plan: If you are interested in saving for retirement through a 457 plan, you will likely need to complete the enrollment form. This form allows you to officially join the plan, choose contribution amounts, and designate beneficiaries.
3. Those seeking tax advantages and retirement savings: The 457 enrollment form is relevant for individuals who wish to take advantage of the tax advantages and long-term savings opportunities provided by a 457 plan. By participating in a 457 plan, you can make pre-tax contributions that grow tax-deferred until retirement, potentially helping you build a sizable nest egg for your future.

Remember, it is always a good idea to consult with a financial advisor or the plan administrator if you have any questions or need further guidance while filling out the 457 enrollment form.

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