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Get the free Employer Pickup Fact Sheet - STRS Ohio

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OPERSPickup Plans guide for EmployersABOUT PICKUP PLANS: GENERAL OVERVIEW Contributions to the OPERA retirement plans are made by the employer and the employee. Under Section 414(h)(2) of the Internal
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How to fill out employer pickup fact sheet

01
Step 1: Start by gathering all the necessary information such as the employee's name, address, and contact details.
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Step 2: Read through the fact sheet carefully to understand the required information and how it should be filled out.
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Step 3: Fill in the employee's personal details accurately in the designated fields on the fact sheet.
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Step 4: Provide the details of the pickup location, including the address and any additional instructions if necessary.
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Step 5: Indicate the preferred date and time for the pickup.
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Step 6: Review the completed fact sheet to ensure all information is correct and legible.
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Step 7: Submit the fact sheet to the employer or relevant department as instructed.

Who needs employer pickup fact sheet?

01
Employers or companies who offer pickup services for their employees
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The employer pickup fact sheet is a document that reports any pre-tax deductions or contributions made by an employer on behalf of an employee.
Employers are required to file the employer pickup fact sheet for each employee who is receiving pre-tax benefits or contributions.
To fill out the employer pickup fact sheet, employers need to provide details of the pre-tax deductions or contributions made for each employee.
The purpose of the employer pickup fact sheet is to report the pre-tax benefits or contributions provided by the employer to the employee.
The employer pickup fact sheet must report the employee's name, social security number, the amount of pre-tax deductions or contributions, and any other relevant details.
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