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401(k) Program Request for Transfer This 401(k) Plan Transfer Request Form gathers information necessary to facilitate a direct transfer from an existing 401(k) arrangement to the 401(k) Program.
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How to fill out 401k program request for

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How to fill out 401k program request for

01
Contact your HR or benefits department to request a 401k enrollment form.
02
Fill out the personal information section including your name, address, and social security number.
03
Choose your contribution amount and investment options.
04
Sign and date the form.
05
Return the form to your HR or benefits department for processing.

Who needs 401k program request for?

01
Employees who want to start saving for retirement through a workplace-sponsored retirement plan.
02
Employers who want to offer a retirement savings benefit to their employees.
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The 401k program request is for requesting information about an individual's 401k retirement savings account.
Employees who have a 401k retirement savings account are required to file the program request.
To fill out the 401k program request, individuals must provide information about their 401k account, contributions, and beneficiaries.
The purpose of the 401k program request is to gather information about an individual's retirement savings and contributions.
Information such as account balance, contributions, investment options, and beneficiaries must be reported on the 401k program request.
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