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See Important Note Below* Arizona State Retirement System Supplemental Retirement Savings Plan 401(a) The Supplemental Retirement Savings Plan is qualified under Section 401(a) of the Internal Revenue
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How to fill out asrs supplemental retirement savings
How to fill out asrs supplemental retirement savings
01
To fill out the ASRS Supplemental Retirement Savings form, follow these steps:
02
Start by obtaining the form, which can be found on the ASRS (Arizona State Retirement System) website or by contacting the ASRS directly.
03
Read the instructions provided with the form carefully to understand the requirements and options available.
04
Provide your personal information such as name, address, social security number, and date of birth at the beginning of the form.
05
Next, indicate whether you are currently an ASRS member or not.
06
If you are an ASRS member, provide your member number and specify the ASRS employer that you are currently working for.
07
If you are not an ASRS member, indicate your reason for not participating in the ASRS retirement plan.
08
Choose the amount or percentage of your supplemental retirement savings contribution. This is the additional amount you wish to save on top of the contributions made to your regular ASRS retirement plan.
09
Specify where you want the contributions to be invested, such as mutual funds or annuities.
10
If you want to make changes to your existing supplemental retirement savings, indicate the changes you wish to make.
11
At the end of the form, sign and date it to certify the accuracy of the information provided.
12
Submit the completed form to the ASRS as instructed, either electronically or by mail.
13
Keep a copy of the completed form for your records.
Who needs asrs supplemental retirement savings?
01
ASRS Supplemental Retirement Savings are designed for individuals who want to save additional funds for their retirement beyond what is provided by the regular ASRS retirement plan.
02
This optional savings plan can be beneficial for ASRS members who wish to maximize their retirement income or individuals who are not currently participating in the ASRS retirement plan but still want to save for retirement.
03
It allows participants to contribute extra money towards their retirement savings and choose their investment options to meet their financial goals.
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What is asrs supplemental retirement savings?
ASRS supplemental retirement savings is a program offered by the Arizona State Retirement System (ASRS) that allows members to contribute additional funds towards their retirement savings.
Who is required to file asrs supplemental retirement savings?
All ASRS members are eligible to participate in the supplemental retirement savings program.
How to fill out asrs supplemental retirement savings?
ASRS members can fill out the supplemental retirement savings form online or through paper form provided by ASRS.
What is the purpose of asrs supplemental retirement savings?
The purpose of ASRS supplemental retirement savings is to help members save additional funds for their retirement in addition to their regular pension benefits.
What information must be reported on asrs supplemental retirement savings?
ASRS members must report their additional contribution amount and payment method on the supplemental retirement savings form.
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