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REGIONAL FIRE & RESCUE DEPT. 7951 W. McCartney Road Casa Grande, Arizona 851947417 Phone: (520) 7234680 Fax: (520) 7234681 http://www.regionalfire.orgFIRE PROTECTION ENROLLMENT FORM Member(s) Name(s):

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How to fill out re rement plan enrollment

01

Step 1: Obtain the retirement plan enrollment form from your employer or retirement plan provider.

02

Step 2: Read the instructions carefully before filling out the form.

03

Step 3: Provide your personal information such as name, address, Social Security number, and date of birth.

04

Step 4: Specify your desired contribution amount and investment options.

05

Step 5: Indicate your beneficiary preferences.

06

Step 6: Review the completed form for accuracy and completeness.

07

Step 7: Sign and date the form.

08

Step 8: Submit the form to your employer or retirement plan provider for processing.

Who needs re rement plan enrollment?

01

Anyone who is eligible and interested in participating in a retirement savings plan needs to fill out a retirement plan enrollment. This includes employees who are newly hired, recently became eligible for the plan, or opted out of the plan previously but want to re-enroll. It is also recommended for individuals who want to take advantage of employer matching contributions or other retirement benefits.

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What is retirement plan enrollment?

Retirement plan enrollment is the process by which an employee or individual enrolls in an employer-sponsored retirement plan, allowing them to contribute a portion of their income towards retirement savings.

Who is required to file retirement plan enrollment?

Employees who wish to participate in their employer's retirement plan are required to file retirement plan enrollment.

How to fill out retirement plan enrollment?

To fill out retirement plan enrollment, individuals typically need to complete a form that includes personal information, contribution amounts, investment options, and any beneficiaries.

What is the purpose of retirement plan enrollment?

The purpose of retirement plan enrollment is to facilitate employee participation in retirement savings programs, ensuring that they can accumulate funds for their future retirement.

What information must be reported on retirement plan enrollment?

Information that must be reported on retirement plan enrollment includes personal details such as name, Social Security number, contribution percentage, investment choices, and beneficiary designations.

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