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Page 1 of 2 3107 / 2614H (Rev. 10/2015) 2015 As census, Inc. CONTRIBUTION AND INVESTMENT SELECTION PART 1. HSA OWNER Name (First/MI/Last) ...
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How to fill out contribution and investment selection

01
Start by gathering all the necessary information related to your contributions and investment options.
02
Determine the amount of contribution you want to make and the frequency of your contributions.
03
Review the investment selection available to you and understand the different options.
04
Consider your financial goals, risk tolerance, and time horizon when selecting investments.
05
Fill out the contribution form accurately, providing the required details such as your personal information, account number, and contribution amount.
06
Choose the investment options by following the instructions provided on the investment selection form.
07
Double-check all the information you provided to ensure accuracy.
08
Submit the completed contribution and investment selection forms as per the instructions given by the platform or service provider.

Who needs contribution and investment selection?

01
Anyone who wants to save money for future goals or retirement.
02
Individuals who want to grow their wealth through investment opportunities.
03
Employees with employer-sponsored retirement plans who need to make contribution and investment decisions.
04
Self-employed individuals who want to contribute to retirement accounts and make smart investment choices.
05
Parents or guardians who want to save for their children's education or future needs.
06
Individuals who want to take advantage of tax benefits offered through contributions and investments.
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Contribution and investment selection is the process of choosing where to allocate funds in a retirement account.
All individuals who are contributing to a retirement account are required to file contribution and investment selection.
Contribution and investment selection can be filled out by providing information on how much to contribute and which investments to choose.
The purpose of contribution and investment selection is to maximize returns and meet retirement savings goals.
Information such as contribution amount, investment choices, and allocation percentages must be reported on contribution and investment selection.
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