Get the free 457(b) Enrollment Application (PDF) - MCPS YourPlan.info

457(b) Enrollment Application SECTION A. Employer Information Company/Employer Name Montgomery County Public Schools Contract/Account No. TR1 9 7 6 0 8 Affiliate No. New Enrollment Contribution Change

How to fill out 457b enrollment application pdf

How to fill out 457b enrollment application pdf:

1. Start by downloading the 457b enrollment application pdf from the official website or obtaining it from your employer.
2. Read all the instructions and information on the application form carefully to ensure you understand the requirements and eligibility criteria.
3. Provide your personal details such as your full name, date of birth, social security number, and contact information in the designated fields.
4. Fill in your employment information, including your current employer's name, address, and contact details.
5. Indicate your desired contribution amount or percentage of your salary that you would like to contribute to the 457b plan.
6. Review the investment options provided on the application and select the funds or asset allocation that aligns with your investment goals.
7. If applicable, designate a beneficiary to receive the proceeds from your 457b plan in the event of your death.
8. Sign and date the application form to certify that the information provided is accurate to the best of your knowledge.
9. Make a copy of the filled-out application for your records before submitting it to the appropriate department or personnel, as specified in the instructions.

Who needs 457b enrollment application pdf:

1. Employees who are eligible for a 457b plan through their employer.
2. Individuals who wish to contribute a portion of their salary towards retirement savings.
3. Those interested in taking advantage of the tax benefits and long-term savings potential offered by a 457b plan.
4. Employees who want to access investment options and grow their retirement savings through a 457b plan.
5. Individuals who desire to secure their financial future by participating in a retirement savings plan specific to public sector employees.
6. Those who want to designate beneficiaries to ensure a smooth transfer of their 457b plan assets in the event of their death.
7. Anyone who meets the eligibility criteria and wishes to take advantage of the benefits provided by a 457b plan.

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What is 457b enrollment application pdf?

457b enrollment application pdf is a form used by employees to enroll in a 457b retirement savings plan.

Who is required to file 457b enrollment application pdf?

Employees who are eligible to participate in a 457b retirement savings plan are required to file the enrollment application pdf.

How to fill out 457b enrollment application pdf?

To fill out the 457b enrollment application pdf, employees need to provide their personal information, employment details, and investment choices.

What is the purpose of 457b enrollment application pdf?

The purpose of the 457b enrollment application pdf is to allow employees to enroll in a 457b retirement savings plan and start saving for their retirement.

What information must be reported on 457b enrollment application pdf?

The 457b enrollment application pdf requires employees to report their personal information, employment details, and investment choices.

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