Get the free 457 ICMA Enrollment Form - City of Milpitas

Halftime EmployeesSALARY REDUCTION AUTHORIZATION 457(b) Deferred Compensation Plan Age: Employee ID #: Name: Please Print10month Staff 12month StaffDepartment: Location:Catonsville Wings MillsDundalk

How to fill out 457 icma enrollment form

How to fill out 457 icma enrollment form

1. Step 1: Obtain a copy of the 457 ICMA enrollment form. This form can be obtained from your employer or through the ICMA website.
2. Step 2: Read through the instructions on the form carefully. Familiarize yourself with all the sections and requirements.
3. Step 3: Provide your personal information in Section 1. This includes your name, address, social security number, date of birth, and contact information.
4. Step 4: In Section 2, indicate your employment information. This includes the name of your employer, your job title, and the date you started working.
5. Step 5: If applicable, provide information about your spouse or dependent in Section 3. This includes their name, social security number, and relationship to you.
6. Step 6: Indicate your investment choices in Section 4. This may involve selecting specific funds or investment options.
7. Step 7: Review the beneficiary designation in Section 5. Make sure you have designated the appropriate individuals to receive your benefits in the event of your death.
8. Step 8: Sign and date the form in Section 6. Ensure that you have provided any required witness signatures, if applicable.
9. Step 9: Make a copy of the completed form for your records.
10. Step 10: Submit the form to the appropriate party. This may be your employer or the ICMA, depending on the instructions provided.

Who needs 457 icma enrollment form?

1. 457 ICMA enrollment form is typically needed by employees who are eligible to participate in a 457 deferred compensation plan offered by their employer.
2. Employees who wish to contribute a portion of their salary to a retirement savings account and receive tax advantages may need to complete this form.
3. The form is necessary for individuals who want to enroll in the ICMA Retirement Corporation's 457 plan and start saving for retirement.

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What is 457 icma enrollment form?

The 457 ICMA enrollment form is a document used by employees of local governments and certain nonprofit organizations to enroll in a deferred compensation plan, specifically the 457 plan authorized under section 457 of the Internal Revenue Code.

Who is required to file 457 icma enrollment form?

Employees of state or local governments and certain nonprofit organizations who wish to participate in the 457 deferred compensation plan are required to file the 457 ICMA enrollment form.

How to fill out 457 icma enrollment form?

To fill out the 457 ICMA enrollment form, individuals need to provide personal information such as name, address, and social security number, select their contribution amount, and indicate their investment options. Specific instructions may vary, so it's important to refer to the accompanying guidelines.

What is the purpose of 457 icma enrollment form?

The purpose of the 457 ICMA enrollment form is to formally enroll employees in the 457 deferred compensation plan, allowing them to save for retirement on a tax-deferred basis.

What information must be reported on 457 icma enrollment form?

The 457 ICMA enrollment form typically requires information such as the employee's full name, social security number, address, the amount they wish to contribute, and their investment choices.