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August 20182019 403(b) Retirement Matchup Option Request Please return completed form via email to Human Resources Services at: hrsinfo@uvm.edu through the UVM File Transfer Service.1. Employee Sectional

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How to fill out catch-up contributionsform thrift savings

01

To fill out catch-up contributions form for thrift savings:

02

Obtain the catch-up contributions form from your thrift savings plan provider.

03

Carefully read and understand the instructions provided on the form.

04

Fill in your personal information accurately, including your name, address, and social security number.

05

Specify the type of catch-up contribution you wish to make, whether it is traditional or Roth.

06

Indicate the contribution amount you want to make in the designated field.

07

If necessary, provide any additional information or documentation requested on the form.

08

Review the form to ensure all the information provided is correct and complete.

09

Sign and date the form.

10

Submit the completed form to your thrift savings plan provider via mail or online, according to their instructions.

11

Keep a copy of the form for your records.

Who needs catch-up contributionsform thrift savings?

01

Catch-up contributions for thrift savings are beneficial for individuals who:

02

- Are age 50 or older

03

- Have not reached their maximum allowable contributions for the year

04

- Wish to boost their retirement savings

05

- Want to take advantage of the tax benefits associated with catch-up contributions

06

- Have a thrift savings plan or similar retirement savings account

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What is catch-up contributionsform thrift savings?

Catch-up contributionsform thrift savings are additional contributions that individuals who are 50 years or older can make to their thrift savings plan.

Who is required to file catch-up contributionsform thrift savings?

Individuals who are 50 years or older and have a thrift savings plan are required to file catch-up contributionsform.

How to fill out catch-up contributionsform thrift savings?

To fill out catch-up contributionsform thrift savings, individuals can follow the instructions provided by their thrift savings plan administrator.

What is the purpose of catch-up contributionsform thrift savings?

The purpose of catch-up contributionsform thrift savings is to allow individuals who are closer to retirement age to save additional funds for their retirement.

What information must be reported on catch-up contributionsform thrift savings?

On catch-up contributionsform thrift savings, individuals must report the additional contributions they made to their thrift savings plan.

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