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About State OF MONTANA 457(b) DEFERRED COMPENSATION 2021 SALARY DEFERRAL AGREEMENT Last NameFirst Name Date of Birthstone NumberMISocial Security NumberEmployee ID # (for State Employees Only)EmployerContribution
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To fill out the State of Montana 457b form, follow these steps:
02
Begin by entering your personal information, including your name, address, and contact details.
03
Provide your Social Security Number and any other identification numbers required.
04
Indicate your employment status and employer information.
05
Specify the contribution amount you wish to make to your 457b plan.
06
Choose your investment options from the available choices.
07
Review the beneficiary designation section and provide the necessary details.
08
Sign and date the form.
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Submit the completed form to the appropriate authority or your employer's human resources department.

Who needs state of montana 457b?

01
The State of Montana 457b plan is designed for employees of eligible government and educational institutions in Montana.
02
Individuals who work for the state government, public schools, colleges, universities, and other qualifying employers can benefit from this retirement savings plan.
03
It allows employees to contribute a portion of their salary on a tax-deferred basis, helping them save for retirement while enjoying potential tax advantages.
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Anyone who wants to supplement their retirement income and has access to this employer-sponsored plan can benefit from having a State of Montana 457b.
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The State of Montana 457b is a type of deferred compensation plan available to employees of the state and certain local governments, allowing them to save for retirement on a tax-deferred basis.
Employees of the State of Montana and certain local government employees who participate in the 457b retirement plan are required to file relevant paperwork for participation and contributions.
To fill out the State of Montana 457b, participants need to complete the necessary enrollment forms, indicate contribution amounts, and provide personal and employment information as required by the plan.
The purpose of the State of Montana 457b is to provide employees with a way to save for retirement through tax-deferred contributions, helping them enhance their financial security in retirement.
The information that must be reported includes personal details, contribution amounts, investment choices, and any changes to participation or contribution levels.
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