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Get the free CERF Savings Plan 457 and 401 Enrollment Form

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Change of Membership Details West funds Change of Membership Details form allows you to make changes to your membership. Please complete the sections of the form that relate to your required changes.
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01
Obtain the necessary forms from your employer or the HR department.
02
Fill out personal information such as name, address, and social security number.
03
Choose your contribution amount and how often you will contribute.
04
Select your investment options based on your risk tolerance and financial goals.
05
Review the completed form for accuracy and sign where required.
06
Submit the form to your employer or HR department for processing.

Who needs cerf savings plan 457?

01
Individuals who work for government and non-profit organizations that offer the cerf savings plan 457 as part of their benefits package.
02
Those who want to save for retirement and take advantage of tax benefits by contributing to a retirement savings account.
03
People who want the flexibility to contribute to their retirement savings through payroll deductions.
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The Cerf Savings Plan 457 is a retirement savings plan available to certain government and non-profit employees.
Employees of certain government agencies and non-profit organizations are required to file Cerf Savings Plan 457 if they wish to participate in the retirement savings plan.
To fill out Cerf Savings Plan 457, employees must complete the enrollment forms provided by their employer and designate how much of their salary they want to contribute to the plan.
The purpose of Cerf Savings Plan 457 is to help eligible employees save for retirement by allowing them to contribute a portion of their salary to a tax-advantaged retirement account.
Employees must report their salary deferrals, contributions, and any withdrawals or distributions on Cerf Savings Plan 457.
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