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Sarasota County Government 457(b) Deferred Compensation Plan Enrollment Form and Service Request Personal Information Plan Name: Sarasota County Governmental ID: 0055283001Name:SSN:Date of Birth:Gender:
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How to fill out governmental 457b plan participant
How to fill out governmental 457b plan participant
01
Obtain information and documents required to enroll in the governmental 457b plan participant.
02
Fill out the enrollment form completely and accurately, providing all necessary personal information.
03
Review and understand the investment options available under the plan.
04
Determine the contribution amount you wish to make to the plan.
05
Consult with a financial advisor if needed to determine the appropriate investment strategy.
06
Submit the completed enrollment form to the appropriate government agency or plan administrator.
07
Monitor your account regularly and make any necessary changes or updates as needed.
Who needs governmental 457b plan participant?
01
Employees of governmental organizations who want to save for retirement through a tax-advantaged plan.
02
Individuals who have access to a governmental 457b plan participant and want to take advantage of its benefits.
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Those who wish to contribute a portion of their salary on a pre-tax basis and defer tax payments until withdrawal.
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People who want to have control over their retirement savings and investment options.
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