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Este formulario se utiliza para establecer o cambiar el monto de contribución electo por el empleado para deducciones quincenales. Este formulario es válido solo cuando está firmado tanto por el

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How to fill out deduction authorization form for

How to fill out Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)

01

Obtain the Deduction Authorization Form from your employer or the TIAA-CREF website.

02

Fill out personal information at the top, including your name, address, Social Security number, and employer details.

03

Indicate whether you are enrolling, changing, or canceling your contribution.

04

For enrollment, specify the percentage or amount you wish to contribute to the 403(b) plan.

05

For a change, clearly state any new contribution amounts or percentages.

06

For cancellation, mark the appropriate box and confirm your decision.

07

Review the completed form for accuracy and completeness.

08

Sign and date the form at the bottom.

09

Submit the form to your employer’s HR department or the designated contact according to the provided instructions.

Who needs Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

01

Employees looking to enroll in the TIAA-CREF 403(b) Supplemental Retirement Plan.

02

Participants who want to change their contribution amount or percentage.

03

Individuals wishing to cancel their existing contributions to the retirement plan.

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What is Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

The Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA) is a document used by employees to initiate, modify, or terminate their contributions to the retirement plan.

Who is required to file Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

Employees who wish to enroll, make changes to their current contributions, or cancel their contributions to the TIAA-CREF 403(b) Supplemental Retirement Plan (SRA) are required to file this form.

How to fill out Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

To fill out the Deduction Authorization Form, individuals should provide their personal information, select the type of action (enrollment, change, or cancellation), specify the contribution amount or percentage, and sign and date the form.

What is the purpose of Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

The purpose of the Deduction Authorization Form is to formally communicate an employee's intention to enroll in, modify, or cancel their contributions to the Supplemental Retirement Plan, ensuring accurate payroll deductions.

What information must be reported on Deduction Authorization Form for Enrollment/Change/Cancellation in TIAA-CREF 403(b) Supplemental Retirement Plan (SRA)?

The information to be reported includes the employee's name, contact information, employee ID, the type of action (enrollment, change, cancellation), desired contribution amount or percentage, and the employee's signature.

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