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UNION COLLEGE RETIREMENT PLAN INVESTMENT ELECTION, PARTICIPATION, and DOCUMENT RECEIPT FORM Agreement for Salary Reduction under Section 403(b) Name: (Please Print) I. Receipt of Universal Availability
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How to fill out retirement plan investment election

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How to fill out retirement plan investment election

01
Step 1: Start by obtaining the retirement plan investment election form from your employer or retirement plan provider.
02
Step 2: Read the instructions provided with the form carefully to understand the available investment options and any limitations or restrictions.
03
Step 3: Determine your investment goals and risk tolerance. This will help you choose the appropriate investment options.
04
Step 4: Fill out the personal information section of the form, including your name, address, and social security number.
05
Step 5: Review the investment options available in your retirement plan. Consider factors such as the historical performance of the funds, fees and expenses, and the investment objectives.
06
Step 6: Select the investment options that align with your investment goals and risk tolerance. You may choose to allocate your contributions among different funds or invest in a target-date retirement fund.
07
Step 7: Indicate the percentage or dollar amount of your contributions that you want to allocate to each investment option.
08
Step 8: If you wish to make changes to your investment allocation in the future, indicate whether you want to use the default allocation or choose a new allocation.
09
Step 9: Sign and date the form. Make sure to read the certification statement and understand the implications of your investment decisions.
10
Step 10: Submit the completed form to your employer or retirement plan provider within the specified deadline.

Who needs retirement plan investment election?

01
Anyone who is eligible for a retirement plan and wants to have control over how their contributions are invested needs retirement plan investment election.
02
This form is typically provided to employees who participate in employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, or similar retirement savings plans.
03
It allows individuals to choose from a range of investment options offered by the retirement plan and allocate their contributions according to their own investment preferences and goals.
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Retirement plan investment election is a choice made by an individual regarding how their retirement funds will be invested.
Anyone participating in a retirement plan that allows for investment choices must file a retirement plan investment election.
To fill out a retirement plan investment election, one must follow the instructions provided by their plan administrator and select the investment options that best align with their financial goals.
The purpose of retirement plan investment election is to give individuals control over how their retirement funds are invested, allowing them to potentially grow their savings over time.
On a retirement plan investment election, individuals must provide their personal information, investment choices, and any additional details required by the plan provider.
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