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MA B 457 DEFERRED COMPENSATION PLAN EMPLOYEE ENROLLMENT FORM page 1 of 2 457 Deferred Compensation Plan Employee enrollment form page 2 of 2 1. Required personal information (Please read the instructions
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How to fill out 457 enrollment form

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How to fill out 457 enrollment form

01
Read the instructions: Start by carefully reading the instructions provided with the 457 enrollment form. Make sure you understand all the requirements and guidelines.
02
Gather necessary documents: Collect all the required documents needed to fill out the form, such as identification proof, employment details, and beneficiary information.
03
Provide personal information: Fill out your personal information accurately, including your full name, date of birth, social security number, and contact details.
04
Complete employer details: Enter your employer's information, including their name, address, and contact information.
05
Choose enrollment options: Select the appropriate enrollment options that suit your needs, such as the type of plan, contribution amount, and investment choices.
06
Nominate beneficiaries: If applicable, provide the details of your designated beneficiaries, including their names, dates of birth, and relationship to you.
07
Review and sign the form: Carefully review all the filled-out information for accuracy. Sign and date the form in the designated sections.
08
Submit the form: Once you have completed and reviewed the form, submit it to the designated authority or HR department as per the provided instructions.
09
Keep a copy: Make sure to keep a copy of the filled-out form and any supporting documents for your records.

Who needs 457 enrollment form?

01
Employees eligible for a 457 retirement plan: Any employee who meets the eligibility criteria specified by their employer can fill out a 457 enrollment form.
02
Government and non-profit organization employees: Typically, 457 retirement plans are offered to employees working in government agencies or non-profit organizations.
03
Individuals seeking tax-advantaged retirement savings: Those who want to save for retirement while enjoying potential tax benefits may need to fill out a 457 enrollment form.
04
Employees looking for employer-sponsored retirement plans: If your employer offers a 457 retirement plan, you may need to complete the enrollment form to participate.
05
Workers wanting investment options for long-term savings: Those interested in investing a portion of their income for long-term retirement savings may need a 457 enrollment form.
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457 enrollment form is a document that employees use to enroll in a deferred compensation plan offered by their employer.
Employees who want to participate in a 457 deferred compensation plan are required to file the enrollment form.
To fill out the 457 enrollment form, employees need to provide personal information, choose their contribution amount, and designate beneficiaries.
The purpose of the 457 enrollment form is to allow employees to enroll in a deferred compensation plan and start saving for retirement.
Employees must report personal information, contribution amount, beneficiaries, and other relevant details on the 457 enrollment form.
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