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Investment Election Form US Industry 401(k) Plan Account Number: 60005 Complete this form for your initial enrollment by mailing to: MassMutual Retirement Services, PO Box 219062, Kansas City, MO
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How to fill out investment election form

01
Read the investment election form carefully to understand the instructions and options available.
02
Collect all the necessary information required to fill out the form, such as personal details, investment choices, and contribution amounts.
03
Start by providing your personal information, including your name, address, social security number, and contact details.
04
Next, indicate the investment options you wish to elect. You might need to select from a variety of funds or investment portfolios.
05
Specify the contribution amounts or percentages you want to allocate to each investment option.
06
Ensure that you follow any specific instructions or guidelines provided by your investment service provider or employer.
07
Double-check all the information you have provided to avoid any errors or missing details.
08
Sign and date the investment election form where required.
09
Submit the completed form to the designated party or authority within the specified time frame.
10
Keep a copy of the filled-out form for your records.

Who needs investment election form?

01
Employees who have access to an employer-sponsored retirement plan may need to fill out an investment election form.
02
Investors who have the option to choose their investment options within a retirement plan might need to complete this form.
03
Individuals who want to update or change their investment choices within an existing retirement account might require an investment election form.
04
People who have recently become eligible for an employer-sponsored retirement plan may be required to fill out this form to initiate their investment selections.
05
Those who want to adjust their contribution amounts or percentages to various investment options within their retirement account may need to complete this form.
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Investment election form is a document used to select investment options within a specific investment plan.
Employees participating in an investment plan are required to file investment election form.
To fill out investment election form, employees must indicate their investment choices and provide any required information.
The purpose of investment election form is to allow employees to choose how their investments are allocated within a specific plan.
Employees must report their investment choices, allocation percentages, and any other required information on the investment election form.
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