Get the free CalSTRS 403-b Enrollment Form
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Distribution Form Plan NameClarkPleasant Community School Corporation 403(b) & 401(a) PlansStep 1: Participant Information (please print clearly) Participant NameSoc Sec NoDate of BirthStreet Address,
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How to fill out calstrs 403-b enrollment form
How to fill out calstrs 403-b enrollment form
01
Obtain a CalSTRS 403(b) enrollment form from your employer or the CalSTRS website.
02
Provide your personal information such as name, address, phone number, and social security number.
03
Choose your contribution amount and designate your investment options.
04
Review the beneficiary information and make any necessary updates.
05
Sign and date the form, then submit it to your employer or the designated plan administrator.
Who needs calstrs 403-b enrollment form?
01
Educators and other employees of California public schools who wish to participate in a retirement savings plan may need the CalSTRS 403(b) enrollment form.
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What is calstrs 403-b enrollment form?
The CalSTRS 403(b) enrollment form is a document used by eligible California State Teachers' Retirement System (CalSTRS) members to enroll in a 403(b) retirement savings plan, which allows them to set aside money for retirement on a tax-deferred basis.
Who is required to file calstrs 403-b enrollment form?
CalSTRS members who wish to participate in the 403(b) plan are required to file the enrollment form to initiate their participation and to make contributions.
How to fill out calstrs 403-b enrollment form?
To fill out the CalSTRS 403(b) enrollment form, members must provide personal information, select their contribution amounts, choose their investment options, and sign the form to authorize the contributions.
What is the purpose of calstrs 403-b enrollment form?
The purpose of the CalSTRS 403(b) enrollment form is to formalize a member's decision to participate in the 403(b) retirement savings plan, enabling them to make pre-tax contributions towards their retirement.
What information must be reported on calstrs 403-b enrollment form?
The CalSTRS 403(b) enrollment form requires information such as the member's personal details, contact information, employment information, desired contribution amounts, and selected investment choices.
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