Get the free Enrollment Form 457(b) - Fidelity Investments

Fidelity InvestmentsEnrollment Form 457(b) Deferred Compensation Plan Opening a new account: Please complete this enrollment form, and sign it on the back. Once your account is established, you can submit

How to fill out enrollment form 457b

How to fill out enrollment form 457b

1. To fill out enrollment form 457b, follow these steps:
2. Obtain the enrollment form 457b from your employer or plan administrator.
3. Start by providing your personal information, such as your full name, date of birth, and social security number.
4. Specify your employment details, including your job title, start date, and employer's name.
5. Indicate your desired contribution amount, investment choices, and any catch-up contributions if applicable.
6. Review the beneficiary designation section and name the individuals who will receive the account balance in the event of your death.
7. Understand and acknowledge the plan rules, regulations, and disclosure information provided.
8. Sign the form and date it.
9. Submit the completed enrollment form to your employer or plan administrator. Keep a copy for your records.

Who needs enrollment form 457b?

1. Enrollment form 457b is needed by employees who are eligible to participate in a 457b retirement plan. This retirement plan is typically available to employees of state and local government organizations, as well as certain non-profit organizations.

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What is enrollment form 457b?

Enrollment form 457b is a document used by certain eligible employees to enroll in a retirement savings plan known as a 457(b) plan.

Who is required to file enrollment form 457b?

Employees who are eligible to participate in a 457(b) plan are required to file enrollment form 457b.

How to fill out enrollment form 457b?

To fill out enrollment form 457b, employees must provide personal information, elect contribution amounts, and choose investment options.

What is the purpose of enrollment form 457b?

The purpose of enrollment form 457b is to formally enroll eligible employees in a 457(b) retirement savings plan.

What information must be reported on enrollment form 457b?

Enrollment form 457b typically requires information such as employee name, address, social security number, contribution amounts, and investment selections.