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Automatic Enrollment Services Election Form Please refer to the Automatic Enrollment Description and Comparison Chart for features that may apply to an automatic contribution arrangement when completing
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How to fill out automatic enrollment services election
How to fill out automatic enrollment services election
01
Access the automatic enrollment services election form provided by your employer.
02
Fill out your personal information such as name, address, and employee identification number.
03
Review the available investment options and select your desired contribution percentage.
04
Sign and date the form to indicate your agreement to enroll in the automatic enrollment services.
05
Submit the completed form to your employer for processing.
Who needs automatic enrollment services election?
01
Employees who are eligible for automatic enrollment in their employer's retirement plan
02
Employees who want to start saving for retirement without actively enrolling in a plan
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What is automatic enrollment services election?
Automatic enrollment services election is a process by which employees can choose to enroll in certain benefit plans or programs automatically.
Who is required to file automatic enrollment services election?
Employees who are eligible for the automatic enrollment services are required to file the election.
How to fill out automatic enrollment services election?
Employees can fill out the automatic enrollment services election form provided by their employer or HR department.
What is the purpose of automatic enrollment services election?
The purpose of automatic enrollment services election is to increase participation in benefit plans and programs.
What information must be reported on automatic enrollment services election?
Employees must report their decision to either enroll or opt out of automatic enrollment services.
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