Get the free 403(b) Enrollment Form - Prepare for My Future

ENROLLMENT FORM Goya Financial Advisors, Inc. P.O. Box 990069 Hartford, CT 06199-0069 Toll Free Telephone: 800.784.6386 State of Connecticut 403(b)(1) Group Annuity Contract 403(b)(7) Custodial Account

How to fill out 403b enrollment form

How to fill out a 403b enrollment form:

1. Begin by providing your personal information such as your full name, address, and contact details. Make sure to double-check the accuracy of this information.
2. Next, indicate your employment status and provide details about your employer, including their name and address. This information is crucial for properly setting up your 403b account.
3. Specify the contribution amount you wish to make to your 403b account. You may have the option to contribute a percentage of your salary or a specific dollar amount. Choose the option that best aligns with your financial goals.
4. Determine if you are eligible for any employer matching contributions. If so, indicate whether you would like to take advantage of this opportunity.
5. Select your investment options from the list provided. A 403b plan typically offers a range of investment choices such as mutual funds or annuities. Consider your risk tolerance and investment objectives when making these selections.
6. Review and understand the terms and conditions of the 403b plan. Take note of any associated fees or penalties that may apply.
7. Consider designating a beneficiary for your 403b account. This is an important step to ensure that your funds are allocated according to your wishes in case of your untimely demise.
8. Finally, sign and date the enrollment form. Ensure that all required fields are completed before submitting the form to your employer or plan administrator.

Who needs a 403b enrollment form:

1. Employees of qualifying organizations, such as public schools, tax-exempt organizations, and certain religious institutions, may need to complete a 403b enrollment form. These organizations offer 403b plans to provide employees with an opportunity to save for retirement.
2. Teachers and other educational personnel often utilize 403b plans, as they are commonly offered by school districts as a retirement savings option.
3. Nonprofit employees and clergy members may also be eligible to participate in a 403b plan, depending on their employer's offerings.
4. Additionally, individuals who have recently changed jobs or who have become eligible to participate in a 403b plan due to a change in their employment status may need to complete a 403b enrollment form. This allows them to initiate contributions to their retirement account.

For pdfFiller’s FAQs

What is 403b enrollment form?

A 403b enrollment form is a document that allows employees to elect to participate in a 403b retirement savings plan.

Who is required to file 403b enrollment form?

Employees who are eligible to participate in a 403b retirement savings plan are required to file a 403b enrollment form.

How to fill out 403b enrollment form?

To fill out a 403b enrollment form, employees need to provide personal information, select contribution amounts, and make investment choices.

What is the purpose of 403b enrollment form?

The purpose of a 403b enrollment form is to allow employees to start saving for retirement by participating in a 403b plan.

What information must be reported on 403b enrollment form?

The 403b enrollment form typically requires personal information such as name, address, social security number, and contribution selections.

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