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403(b) ENROLLMENT FORM 1. PERSONAL INFORMATION(please print clearly) NAME: SOCIAL SECURITY NUMBER:SCHOOL DISTRICT NAME: SCHOOL DISTRICT PLAN NUMBER: 400321 School district name and plan number list

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How to fill out 403b enrollment form

01

To fill out a 403b enrollment form, follow these steps:

02

Begin by reviewing the instructions provided with the form. Familiarize yourself with the required information and any specific guidelines mentioned.

03

Start by providing your personal details, such as your full name, date of birth, and social security number.

04

Indicate your employment information, including your current employer's name, address, and contact information.

05

Specify the amount or percentage of your salary you wish to contribute to the 403b plan.

06

Review and choose from the investment options available within the plan. Make sure to select the ones that align with your financial goals and risk tolerance.

07

Provide your beneficiary information, including their full name, relationship to you, and contact details.

08

Sign and date the form in the designated area and ensure all other required fields are filled correctly.

09

Make a copy of the completed form for your records before submitting it to your employer or the plan administrator.

10

Note: It's always helpful to consult with a financial advisor or HR representative if you have any doubts or questions while filling out the form.

Who needs 403b enrollment form?

01

Employees who work for organizations that offer a 403b retirement savings plan will need to fill out a 403b enrollment form.

02

Typically, these organizations include public schools, colleges, universities, certain non-profit organizations, and religious institutions.

03

Anyone who wishes to participate in the 403b plan and contribute a portion of their salary towards retirement savings needs to complete this form.

04

It is essential to check with the employer or HR department to understand the eligibility criteria and any specific requirements for enrollment.

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What is 403b enrollment form?

403b enrollment form is a document that allows eligible employees to enroll in a retirement savings plan known as a 403(b) plan.

Who is required to file 403b enrollment form?

Employees who are eligible to participate in a 403(b) retirement savings plan are required to file the 403b enrollment form.

How to fill out 403b enrollment form?

To fill out a 403b enrollment form, employees must provide personal information such as their name, address, social security number, and contribution amount.

What is the purpose of 403b enrollment form?

The purpose of the 403b enrollment form is to allow employees to enroll in a tax-advantaged retirement savings plan offered by certain employers, typically non-profit organizations.

What information must be reported on 403b enrollment form?

The 403b enrollment form must include the employee's personal information, contribution amount, and any beneficiary designations.

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