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Beneficiary Designation for Death Benefits Form Diocese of Sacramento 403(b) Plan #807165 See reverse for instructions and explanation. PARTICIPANT Complete this section (and Spouse section, if necessary),
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01
Obtain the diocese of Sacramento 403b forms from the appropriate authority.
02
Begin by providing your personal information, such as your name, address, and social security number.
03
Fill in the beneficiary section, naming the individual(s) who will receive your 403b funds in the event of your death.
04
Indicate the method of contribution, whether it is a one-time payment or regular payroll deductions.
05
Specify the amount or percentage of your salary you wish to contribute to the 403b plan.
06
If applicable, select the investment options for your contributions.
07
Review the completed form for accuracy and sign and date it.
08
Submit the filled-out form to the diocese of Sacramento 403b administrator.
09
Keep a copy of the filled-out form for your records.

Who needs diocese of sacramento 403b?

01
Individuals who are employed by the diocese of Sacramento and are eligible for the 403b plan can benefit from it.
02
Employees who want to save for retirement and take advantage of potential tax benefits offered by the 403b plan should consider enrolling in the diocese of Sacramento 403b.
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Those who wish to have a supplemental retirement savings plan in addition to their primary retirement savings vehicle can also benefit from the diocese of Sacramento 403b.
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The Diocese of Sacramento 403(b) is a retirement savings plan available to employees of the Diocese of Sacramento.
Employees of the Diocese of Sacramento are required to file for the 403(b) plan if they wish to participate in the retirement savings.
Employees can fill out the Diocese of Sacramento 403(b) by speaking with their HR department and signing up for the plan.
The purpose of the Diocese of Sacramento 403(b) is to provide employees with a tax-advantaged way to save for retirement.
Employees must report their contribution amounts, investment choices, and any changes to their account details.
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