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ROLLOVER INTO PLAN FORM
Puget Sound Electrical Workers 401(k) Savings
Plan
PARTICIPANTS BACKSTREET ADDRESS
LO13055001SOCIAL SECURITY NO.CITY***
***DATE OF BIRTHSTATEZIP CODE Page 1 of 3ROLLOVER INTO
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What is new plan - participant?
New plan - participant refers to a participant who is enrolling in a new retirement plan.
Who is required to file new plan - participant?
The new plan - participant is required to file the necessary enrollment forms for the new retirement plan.
How to fill out new plan - participant?
The new plan - participant can fill out the enrollment forms either online or by submitting physical forms to the plan administrator.
What is the purpose of new plan - participant?
The purpose of the new plan - participant is to ensure that the participant is properly enrolled in the retirement plan and can start contributing towards their retirement savings.
What information must be reported on new plan - participant?
The new plan - participant must report their personal information, contribution amount, investment choices, and beneficiary designation.
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