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CT-FSD/247126 E 03/16 2016 Columbia Management Investment Advisers LLC. All rights reserved. 1438848 03/16. Note We will only modify what is listed below. I would like to establish a new automatic contribution plan in the portfolio s listed below Portfolio name Amount OR Frequency Transaction should occur All Months or 9 9 9 9 9 9 9 9 9 9 9 9 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec I would like my ACP to occur on the following date s If no date is indicated withdrawals will be...
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How to fill out automatic contribution plan
How to fill out automatic contribution plan
01
Gather all the necessary information about the automatic contribution plan, such as the employer's contribution percentage, investment options, and any applicable fees or restrictions.
02
Contact your employer's HR department to enroll in the automatic contribution plan and request the required forms or online enrollment process.
03
Read the plan's enrollment materials and understand the terms and conditions, investment options, and contribution limits.
04
Complete the enrollment forms accurately, providing your personal and financial information as required.
05
Choose the contribution amount or percentage that you wish to have deducted from your paycheck and deposited into the automatic contribution plan.
06
Select the investment options that align with your financial goals and risk tolerance.
07
Review the completed enrollment forms for accuracy and sign them.
08
Submit the enrollment forms to your employer's HR department as instructed.
09
Confirm your enrollment in the automatic contribution plan by checking your next paycheck to ensure the deducted contributions are being deposited into the plan.
10
Periodically review your account statements and make any necessary adjustments to your contribution amount or investment options.
11
Take advantage of any employer matching contributions or other benefits offered by the automatic contribution plan.
Who needs automatic contribution plan?
01
Individuals who want to save for retirement or another long-term financial goal benefit from an automatic contribution plan.
02
Employees who have access to an automatic contribution plan through their employer can take advantage of the convenience and potential for investment growth.
03
People who struggle with saving money or may forget to make regular contributions on their own can benefit from the automatic deductions.
04
Those who want to take advantage of employer-matching contributions or other employer-provided benefits should consider participating in an automatic contribution plan.
05
Individuals who prefer a hands-off approach to investing but still want to grow their savings over time can benefit from an automatic contribution plan.
06
Those who value the tax advantages that come with contributing to retirement accounts may find an automatic contribution plan appealing.
07
Employees who want to start saving early and have the opportunity to accumulate wealth over time can benefit from an automatic contribution plan.
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What is automatic contribution plan?
An automatic contribution plan is a financial arrangement where an individual's or employer's contributions to a retirement or savings account are made automatically, typically through payroll deductions.
Who is required to file automatic contribution plan?
Employers who offer automatic contribution plans to their employees are required to file the plan.
How to fill out automatic contribution plan?
To fill out an automatic contribution plan, employers need to provide details about the plan, contribution amounts, employee information, and other relevant data.
What is the purpose of automatic contribution plan?
The purpose of an automatic contribution plan is to encourage savings and retirement preparedness by automating the process of making contributions to a retirement or savings account.
What information must be reported on automatic contribution plan?
Information such as employee names, contribution amounts, plan details, and other relevant data must be reported on an automatic contribution plan.
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