Get the free 457 Enrollment Form - Prepare for My Future

ENROLLMENT FORM Goya Financial Advisors, Inc. P.O. Box 990069 Hartford, CT 06199-0069 Toll Free Telephone: 800.784.6386 State of Connecticut Deferred Compensation 457 Plan Number: VFZ800 In this form,

How to fill out 457 enrollment form

How to fill out a 457 enrollment form:

1. Obtain the form: The first step is to obtain the 457 enrollment form. You can usually find it on the website of the organization offering the 457 plan or by requesting it from your employer's human resources department.
2. Personal information: Start by filling in your personal information accurately. This may include your full name, address, date of birth, and social security number. Make sure to double-check the information for any errors.
3. Employment details: Provide the necessary employment details such as your employer's name, address, phone number, and your job title. This information helps verify your eligibility for the 457 plan.
4. Contribution amount: Determine the amount you wish to contribute to the 457 plan. This may be a percentage of your salary or a fixed dollar amount. Consult with a financial advisor if you need assistance determining the appropriate contribution amount.
5. Beneficiary designation: Indicate the individual(s) who would receive the benefits from the 457 plan in the event of your death. Provide their full name, relationship to you, and their contact information.
6. Investment choices: Select your preferred investment choices based on the options provided by the 457 plan. This could include mutual funds, stocks, bonds, or other investment vehicles. Consider your risk tolerance and long-term financial goals when making these selections.
7. Review and sign: Before submitting the form, carefully review all the information you have provided and ensure its accuracy. Sign the form with your full legal signature and date it.

Who needs a 457 enrollment form:

1. Employees eligible for a 457 plan: Individuals who are eligible for a 457 plan, typically government employees or employees of tax-exempt organizations, need to complete a 457 enrollment form. This form allows them to enroll in the retirement savings plan and begin making contributions.
2. Individuals who want to save for retirement: Anyone who wants to save for retirement, especially those with access to a 457 plan, may need a 457 enrollment form. It provides the opportunity to contribute pre-tax or post-tax earnings to a retirement account, allowing for potential tax advantages and long-term savings growth.
3. Participants in a previous 457 plan: If you have participated in a 457 plan in the past, and now have access to a new plan, you may need to complete a new 457 enrollment form to join the new plan and start making contributions.

Remember, it's important to consult with your employer or a financial advisor if you have any specific questions or concerns about filling out the 457 enrollment form or the retirement plan itself.

For pdfFiller’s FAQs

What is 457 enrollment form?

457 enrollment form is a form used to enroll in a 457 retirement plan, which is a type of retirement savings account available to employees of state and local governments, as well as certain tax-exempt organizations.

Who is required to file 457 enrollment form?

Employees of state and local governments, as well as certain tax-exempt organizations, who wish to enroll in a 457 retirement plan are required to file the 457 enrollment form.

How to fill out 457 enrollment form?

To fill out the 457 enrollment form, individuals must provide their personal information, employment details, and choose their contribution amount and investment options.

What is the purpose of 457 enrollment form?

The purpose of the 457 enrollment form is to allow eligible employees to enroll in a 457 retirement plan and start saving for retirement.

What information must be reported on 457 enrollment form?

The 457 enrollment form typically requires information such as name, address, social security number, employment details, contribution amount, investment selections, and beneficiary designation.

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