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FORM 4 [ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549STATEMENT
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01
Contact the deferred savings plan issuer to obtain the necessary forms and information.
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Fill out the personal information section accurately, including your name, address, and social security number.
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Select your investment options based on your risk tolerance and investment goals.
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Review the completed form for accuracy and sign where indicated.
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Submit the form to the deferred savings plan issuer either electronically or by mail.

Who needs deferred savings plan issuer?

01
Individuals who want to save for retirement in a tax-advantaged account.
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Employers looking to offer a retirement savings plan to their employees.
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Anyone looking to save for a specific goal, such as buying a house or sending a child to college.

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A deferred savings plan issuer is an organization or entity that offers a savings plan allowing participants to set aside income for future use, typically for retirement.
Employers that sponsor deferred savings plans, financial institutions managing these plans, and entities that provide related services are generally required to file as deferred savings plan issuers.
To fill out the deferred savings plan issuer, you typically need to complete the required forms, providing details about the plan, the issuer, and participant information, and ensure all data is accurate before submission.
The purpose of the deferred savings plan issuer is to manage and oversee the savings plans, ensuring compliance with legal regulations, and facilitating the financial growth of the participants' savings.
Information required includes the issuer's identification details, plan details, participant contributions, withdrawals, and overall plan performance metrics.
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