Get the free Enrollment Form for 457

Enrollment Form for 457 Deferred Compensation Plan 2178 Goya Retirement Insurance and Annuity Company 1234 Market Street 6th Floor Philadelphia, PA 191073780 Telephone: (215) 5807398 Toll Free: (877)

How to fill out enrollment form for 457

How to fill out an enrollment form for 457:

1. Start by gathering all the required information and documents. The enrollment form for a 457 plan typically requires personal details such as your full name, date of birth, social security number, and contact information. Additionally, you may need to provide information about your employer or organization sponsoring the plan.
2. Carefully review the form's instructions. Read through the instructions provided on the enrollment form to ensure you understand the requirements and any specific guidelines for completing the form accurately.
3. Fill in your personal information. Begin by entering your full name, including any middle names or initials, as it appears on your official identification documents. Provide your current residential address and preferred contact details, such as your phone number and email address.
4. Provide your date of birth and social security number. These details are necessary to identify you and link your enrollment form to your retirement account.
5. Include your employment information. Fill out the section that requires details about your employer or organization sponsoring the 457 plan. This may include their name, address, and contact information. If you have multiple employers, ensure you provide the relevant information for the specific employer associated with this enrollment form.
6. Determine your contribution amount. The enrollment form may have a section where you can choose the amount you wish to contribute to the 457 plan. Some plans allow you to contribute a percentage of your salary, while others may have a fixed-dollar option. Select the appropriate option and specify the dollar amount or percentage.
7. Nominate your beneficiaries. Many 457 plans require you to designate one or more beneficiaries who will receive your account balance in the event of your death. Provide the requested information for each beneficiary, including their full name, date of birth, social security number, and their relationship to you.
8. Review and double-check your form. Before submitting the enrollment form, take the time to review all the information you have provided. Ensure there are no errors or missing details that could potentially delay the processing of your enrollment or cause complications in the future.

Who needs an enrollment form for 457:

1. Individuals employed by government organizations: The 457 plan is a retirement savings plan typically offered to employees working for state and local governments, including police officers, firefighters, teachers, and other public servants. As an employee of a government organization, you may need to complete an enrollment form for the 457 plan if it is offered by your employer.
2. Employees of certain non-profit organizations: Some non-profit organizations also offer a 457 plan to their employees as a retirement savings option. If you work for a non-profit organization that provides this benefit, you may need to fill out an enrollment form for the 457 plan.
3. Individuals looking for tax-advantaged retirement savings: The 457 plan offers certain tax benefits, such as the ability to contribute pre-tax income, potential tax-deferred growth, and the possibility of penalty-free withdrawals during certain circumstances. If you are interested in a tax-advantaged retirement savings option, you may consider enrolling in a 457 plan and thus need to complete the associated enrollment form.

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