Get the free 403(b) Model Disclosure Form for the Plan Year Beginning ... - comhs

403(b) Model Disclosure Form for the Plan Year Beginning January 1, 2013, Company s Name: Ameriprise Financial Inc. (the Company) Plan or School District s Name: Community Foundation of NW IN 403(b)

How to fill out 403b model disclosure form

How to fill out 403b model disclosure form:

1. Start by obtaining a copy of the 403b model disclosure form. This form can usually be obtained from your employer or the financial institution managing your 403b plan.
2. Begin by filling out your personal information, including your name, address, and social security number. Make sure to provide accurate and up-to-date information.
3. Next, provide details about your employer, including their name and contact information. This information is necessary for the proper identification of your employer-sponsored retirement plan.
4. Indicate the type of 403b plan you have by selecting the appropriate box. This can typically be either a traditional 403b plan or a Roth 403b plan.
5. If you have any beneficiaries designated for your 403b plan, provide their information, including their name, relationship to you, and contact details.
6. Proceed to the section where you disclose your salary reduction agreement, if applicable. This refers to the amount or percentage of your salary that you contribute to your 403b plan.
7. If you have made any elective deferrals to your 403b plan for the year, include the total amount contributed in the designated section.
8. If you have taken any loans or hardships from your 403b plan, specify the details in the corresponding section. This may include the loan amount, repayment terms, and any outstanding loan balance.
9. Review the completed form for accuracy and completeness. Ensure that all necessary sections have been filled out appropriately.
10. Finally, sign and date the form to certify that the information provided is true and correct.

Who needs 403b model disclosure form?

1. Employees who are enrolled in a 403b retirement plan through their employer need to complete the 403b model disclosure form. This form helps ensure that employees have accurate and relevant information about their retirement plan.
2. Employers offering 403b plans are also required to provide employees with the model disclosure form. This helps employers fulfill their legal obligations to inform employees of the features and details of their retirement plan.
3. Financial institutions and plan administrators may also need the 403b model disclosure form to properly administer and maintain the 403b plans they manage. This form provides essential information about the plan participants and their contributions.

For pdfFiller’s FAQs

What is 403b model disclosure form?

The 403b model disclosure form is a document that provides detailed information about retirement plans offered to employees.

Who is required to file 403b model disclosure form?

Employers who offer 403b retirement plans are required to file the 403b model disclosure form.

How to fill out 403b model disclosure form?

The 403b model disclosure form can be filled out by providing information about the retirement plan options, fees, and investment choices offered.

What is the purpose of 403b model disclosure form?

The purpose of the 403b model disclosure form is to ensure that employees have access to important information about their retirement plan options.

What information must be reported on 403b model disclosure form?

Information such as fees, investment options, and plan terms must be reported on the 403b model disclosure form.

How do I execute 403b model disclosure form online?

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