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The Authorized 403(b) Vendor Representatives Colorado Mesa University (CMU) VALICFidelity Investments As of: January 1, 2014Scott Martin 165 S. Union Blvd., Ste 600 Lakewood, CO 80228 Phone: (800)

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How to fill out form authorized 403b vendor

01

To fill out the form for an authorized 403b vendor, follow these steps: 1. Obtain the form from the authorized 403b vendor or download it from their website.

02

Read the instructions carefully to understand the required information and any supporting documents needed.

03

Provide your personal information such as your name, address, social security number, and contact details.

04

Fill out the section related to your employment or affiliation with the organization sponsoring the 403b plan.

05

Specify the investment options you wish to allocate your contributions to.

06

Indicate the contribution amount or percentage you want to allocate for each investment option.

07

Sign and date the form to certify the accuracy of the information provided.

08

Submit the completed form to the authorized 403b vendor either in person, by mail, or through their online portal.

09

Keep a copy of the filled-out form for your records.

Who needs form authorized 403b vendor?

01

Any individual who wants to participate in a 403b retirement plan that is managed by an authorized vendor needs to fill out the form for an authorized 403b vendor. This includes employees of public schools, certain nonprofit organizations, and religious institutions who are eligible for a 403b plan. Additionally, individuals who have changed employers and need to rollover their previous 403b account to a new authorized vendor will also need to fill out this form.

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