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401(k) Investment
Change Request
Section I Employee Information
Name: ___SS# or Employee # :___LastFirstMiddle InitialAddress: ___ City: ___ State: ___ Zip: ___
Phone: ___Email: ___
Section II Investment
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How to fill out 401k election change request
How to fill out 401k election change request
01
Obtain a 401k election change request form from your HR department or plan administrator.
02
Fill in your personal information including name, address, social security number, and employee ID.
03
Select the type of change you want to make (contribution amount, investment choices, beneficiaries, etc).
04
Provide the effective date of the change.
05
Sign and date the form.
06
Submit the completed form to your HR department or plan administrator for processing.
Who needs 401k election change request?
01
Employees who want to make changes to their 401k account such as contribution amounts, investment selections, or beneficiaries.
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What is 401k election change request?
401k election change request is a form completed by an employee to make changes to their contribution amount, investment selections, or beneficiaries in their 401k plan.
Who is required to file 401k election change request?
Any employee who wants to make changes to their 401k plan such as contribution amount, investment selections, or beneficiaries needs to file a 401k election change request.
How to fill out 401k election change request?
Employees can fill out the 401k election change request form provided by their employer with the desired changes and submit it to the HR or benefits department for processing.
What is the purpose of 401k election change request?
The purpose of the 401k election change request is to allow employees to make changes to their 401k plan, such as contribution amounts, investment options, and beneficiary designations as needed.
What information must be reported on 401k election change request?
The 401k election change request must include details such as the employee's name, employee ID, desired changes to contribution amounts or investment options, and any updates to beneficiary information.
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