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Participant Instructions ICM Ventures/EMS Retirement Plan Step 1 Choose Your Salary Deferral Percentage Your salary deferral percentage is the percentage of your compensation each pay period you choose

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How to fill out participant instructions - nestegg

01

Start by reading the participant instructions provided by Nestegg.

02

Familiarize yourself with the purpose of the instructions and the information they contain.

03

Begin filling out the participant instructions by entering your personal details, such as name, address, and contact information.

04

Follow the instructions regarding any required documentation or identification proof.

05

Provide accurate information about your financial situation, including your income, assets, and liabilities.

06

If applicable, indicate your investment preferences or goals as specified in the instructions.

07

Carefully review and double-check all the information you have provided to ensure its accuracy.

08

Complete any additional sections or questions as instructed by Nestegg.

09

Sign and date the participant instructions to acknowledge that the information provided is true and accurate.

10

Submit the filled-out participant instructions as per the submission method specified, such as mailing them or submitting electronically.

11

Keep a copy of the filled-out participant instructions for your records.

Who needs participant instructions - nestegg?

01

Anyone planning to participate in an investment program or financial opportunity offered by Nestegg needs participant instructions. These instructions are necessary for individuals who want to provide their personal details, financial information, and investment preferences accurately. It ensures that Nestegg can understand the participant's requirements and expectations and tailor their services accordingly. Participant instructions help both the participant and Nestegg in ensuring a smooth and efficient investment process.

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What is participant instructions - nestegg?

Participant instructions for NestEgg are guidelines provided to participants regarding their contributions, investment options, and other important actions related to their retirement accounts.

Who is required to file participant instructions - nestegg?

Participants in the NestEgg retirement plan who wish to make specific elections or changes related to their accounts are required to file participant instructions.

How to fill out participant instructions - nestegg?

To fill out participant instructions for NestEgg, participants should complete the designated form, providing accurate information regarding their investment choices, contribution amounts, and any changes in personal information as required.

What is the purpose of participant instructions - nestegg?

The purpose of participant instructions for NestEgg is to ensure that participants can effectively manage their retirement accounts by selecting investment options and making contributions in alignment with their financial goals.

What information must be reported on participant instructions - nestegg?

Participant instructions for NestEgg must report information such as personal identification details, investment selection preferences, contribution amounts, and any other relevant account modifications.

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