Get the free 14-15 403B Form - Coolidge Independent School District

Elementary Junior His — High School 1002 Given P.O. BOX 70 COOLIDGE, TX 76635 Dr. Robert Lowry Superintendent (254) 786-2206, ext. 225 Lowry Coolidge.k12.TX.us Dr. Johnnie McClinton Counselor (254)

How to fill out 14-15 403b form

How to fill out the 14-15 403b form:

1. Obtain the form: The first step is to get a copy of the 14-15 403b form. You can usually find this form on the website of the organization administering your 403b plan, or you can request a copy from your employer's HR department.
2. Personal information: Start by entering your personal information in the designated fields. This includes your full name, address, Social Security number, and date of birth. Make sure to double-check the accuracy of the information before proceeding.
3. Employer information: Provide detailed information about your employer, including the name of the organization, its address, and contact information. You may also need to indicate your employment status and start date.
4. Contribution amount: Specify the amount you wish to contribute to your 403b plan during the 14-15 fiscal year. This can usually be a percentage of your salary or a fixed dollar amount. You may need to consult with your employer or the plan administrator if you have any questions about this section.
5. Beneficiary designation: Indicate the name and contact information of your primary beneficiary. This is the person who will receive your 403b account balance in the event of your death. Some forms may also allow you to designate secondary or contingent beneficiaries.
6. Signature: Read the instructions carefully and sign the form in the designated area. Your signature confirms that the information provided is accurate to the best of your knowledge.

Who needs the 14-15 403b form?

Employees who participate in a 403b retirement plan need the 14-15 403b form. The 403b plan is a retirement savings option available to certain employees of public schools, nonprofit organizations, and certain tax-exempt organizations. This form allows employees to make contributions to their 403b plan and specify beneficiary designations. Additionally, employees may need to fill out this form annually or when there are changes to their contribution amount or beneficiary designation. It is essential to consult with your employer or the plan administrator to determine if you are eligible for a 403b plan and to obtain the necessary forms.

For pdfFiller’s FAQs

What is 14-15 403b form?

The 14-15 403b form is a tax form used for reporting contributions to a 403(b) retirement plan.

Who is required to file 14-15 403b form?

Employees of certain organizations, such as public schools and non-profit organizations, who contribute to a 403(b) retirement plan are required to file the 14-15 403b form.

How to fill out 14-15 403b form?

The 14-15 403b form can be filled out by providing information about the individual's contributions to the 403(b) plan, including the total amount contributed and any catch-up contributions.

What is the purpose of 14-15 403b form?

The purpose of the 14-15 403b form is to report contributions to a 403(b) retirement plan for tax purposes.

What information must be reported on 14-15 403b form?

The information reported on the 14-15 403b form includes the individual's name, social security number, employer information, total contributions to the 403(b) plan, and any catch-up contributions.

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