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This form is used for enrolling in the BERS Tax Deferred Annuity (TDA) Program for the year 2024, including details on contribution rates, eligibility for catch-up contributions, and various options for pre-tax and Roth contributions.

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What is tda enrollment form?

The TDA enrollment form is an official document used to enroll in the Tax Deferred Annuity program, which allows employees to set aside a portion of their salary for retirement savings.

Who is required to file tda enrollment form?

Employees of eligible organizations who wish to participate in the Tax Deferred Annuity program are required to file the TDA enrollment form.

How to fill out tda enrollment form?

To fill out the TDA enrollment form, provide personal information such as your name, employee ID, and salary reduction amount, as well as selecting your investment options and signing the form.

What is the purpose of tda enrollment form?

The purpose of the TDA enrollment form is to allow employees to formally enroll in the Tax Deferred Annuity program, enabling them to save for retirement while deferring taxes on their contributions.

What information must be reported on tda enrollment form?

The TDA enrollment form must report personal information, such as the employee's name, address, social security number, contributions, and selected investment options.

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