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MCG Health, Inc. 403(b) and 401(a) Retirement Savings Plans Mutual Fund Beneficiary Designation Form Group ID# 61712001 Group ID# 61712005VALIC Retirement Services Company1. CLIENT INFORMATION Name:SSN

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How to fill out 403b and 401a retirement

01

To fill out a 403b retirement plan, follow these steps:

02

Determine your eligibility: Make sure you meet the requirements for participating in a 403b plan. Typically, this includes being a public school employee, employee of certain tax-exempt organizations, or minister.

03

Obtain the necessary forms: Contact your employer or plan administrator to obtain the required enrollment forms.

04

Provide personal information: Fill out the enrollment forms with your personal details, including your name, Social Security number, and contact information.

05

Choose your contribution amount: Decide how much you want to contribute to your 403b plan. Consider factors such as your income, financial goals, and eligibility for employer matching contributions.

06

Select your investment options: Review the available investment options offered by your plan and choose how you want your contributions to be invested.

07

Nominate beneficiaries: Designate the individuals or organizations who will receive your retirement savings in case of your death.

08

Submit the forms: Once you have completed the enrollment forms, submit them to your employer or plan administrator for processing.

09

10

To fill out a 401a retirement plan, follow these steps:

11

Determine your eligibility: Check if you meet the eligibility criteria for participating in a 401a plan, usually determined by your employer.

12

Obtain the necessary forms: Contact your employer or plan administrator to obtain the required enrollment forms for the 401a plan.

13

Provide personal information: Fill out the enrollment forms with your personal details, including your name, Social Security number, and contact information.

14

Choose your contribution amount: Decide how much you want to contribute to your 401a plan. Take into account any employer matching contributions or limits set by the plan.

15

Determine investment options: Review the investment options available in your 401a plan and select how you want your contributions to be invested.

16

Nominate beneficiaries: Designate who will receive your retirement savings if you pass away.

17

Submit the forms: Once you have completed the enrollment forms, submit them to your employer or plan administrator for processing.

Who needs 403b and 401a retirement?

01

403b retirement plans are designed for employees of public schools, employees of certain tax-exempt organizations, and ministers.

02

401a retirement plans are typically offered to employees by their employers, including both for-profit and nonprofit organizations.

03

Both 403b and 401a retirement plans are suitable for individuals who want to save for retirement and receive tax advantages.

04

It is advisable to consult with a financial advisor or tax professional to determine if a 403b or 401a retirement plan is appropriate for your specific financial situation and goals.

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What is 403b and 401a retirement?

403b and 401a retirement are retirement plans offered by employers, typically in the non-profit and government sectors, to help employees save for retirement.

Who is required to file 403b and 401a retirement?

Employees who are eligible to participate in a 403b or 401a retirement plan are required to file.

How to fill out 403b and 401a retirement?

Employees can usually fill out the necessary paperwork provided by their employer to enroll in a 403b or 401a retirement plan.

What is the purpose of 403b and 401a retirement?

The purpose of 403b and 401a retirement plans is to help employees save and invest for retirement, with potential tax benefits.

What information must be reported on 403b and 401a retirement?

Employees typically need to report their contribution amounts, investment options, beneficiary information, and other relevant details.

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