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MONROECOUNTYINTERMEDIATESCHOOLDISTRICT ELECTIONTODIVERTPA75(HEALTHCARECONTRIBUTION)REFUND TO 403(b)/457ANNUITYACCOUNT Employees with an existing 403b or 457 may elect to contribute all or a portion

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How to fill out 403b or 457b which

01

To fill out a 403b or 457b form, follow these steps: 1. Obtain the necessary form from your employer or retirement plan administrator.

02

Provide your personal information such as name, address, Social Security Number, and date of birth.

03

Specify the contribution amount you wish to make and indicate whether it is a one-time or recurring contribution.

04

Select the investment options available in your retirement plan. These options may include mutual funds, stocks, bonds, or annuities.

05

Determine the allocation percentage or dollar amount you want to invest in each option selected.

06

Indicate the beneficiary or beneficiaries who will receive the funds if you pass away before retirement.

07

Review the form for accuracy and sign it. If required, obtain a witness or notary signature.

08

Submit the completed form to your employer or retirement plan administrator.

09

Keep a copy of the form for your records.

Who needs 403b or 457b which?

01

403b or 457b plans are designed for specific groups of individuals, including:

02

- Employees of public schools, colleges, universities, and certain tax-exempt organizations can make use of 403b plans.

03

- Employees of state and local governments, as well as certain tax-exempt organizations, are eligible for 457b plans.

04

These plans offer tax advantages and long-term retirement savings options for employees in these sectors.

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What is 403b or 457b which?

403b and 457b are retirement savings plans available to employees of certain non-profit organizations and government entities, respectively.

Who is required to file 403b or 457b which?

Employees who are eligible to participate in a 403b or 457b plan are required to file contributions to these plans.

How to fill out 403b or 457b which?

Employees can fill out the necessary forms provided by their employer or plan administrator to make contributions to their 403b or 457b plan.

What is the purpose of 403b or 457b which?

The purpose of 403b and 457b plans is to help employees save for retirement through tax-advantaged contributions and investment growth.

What information must be reported on 403b or 457b which?

Employees must report their contributions and any related investment earnings on their 403b or 457b plans to the IRS.

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