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CalPERS Supplemental Income 457 PlanEMPLOYEE NEW ENROLLMENT FORM 1. PARTICIPANT INFORMATION(please print clearly)NAME: ___SOCIAL SECURITY NUMBER: ______ AGENCY PLAN NUMBER: 4 5 _ _ _ _DATE OF BIRTH:
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How to fill out calpers 457 plan
How to fill out calpers 457 plan
01
Contact your employer's human resources department to enroll in the CalPERS 457 plan.
02
Choose your contribution amount and decide on your investment options.
03
Complete the necessary enrollment forms and provide any required documentation.
04
Monitor your account regularly to track your contributions and investment performance.
05
Review and update your investment options periodically to align with your financial goals.
Who needs calpers 457 plan?
01
Employees of California public agencies or organizations that offer the CalPERS 457 plan as a retirement savings option.
02
Individuals looking for a tax-advantaged way to save for retirement through payroll deductions.
03
Those seeking a supplemental retirement savings plan in addition to their CalPERS pension benefits.
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What is calpers 457 plan?
The CalPERS 457 Plan is a deferred compensation retirement savings plan for public employees to help them save for retirement on a tax-advantaged basis.
Who is required to file calpers 457 plan?
Employees of participating California public agencies that offer the CalPERS 457 Plan are typically required to file for participation.
How to fill out calpers 457 plan?
To fill out the CalPERS 457 Plan, individuals must complete the enrollment forms provided by their employer and select their contribution amount and investment options.
What is the purpose of calpers 457 plan?
The purpose of the CalPERS 457 Plan is to provide public employees with a way to save for retirement, supplementing their pension benefits and other retirement income.
What information must be reported on calpers 457 plan?
Participants must report contributions made, changes in employment status, investment selections, and any withdrawals from the plan.
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