Get the free 401(k) Quick Enrollment Form - usmc-mccs

CCS 401(k) Plan Number: 29131 ENROLLMENT FORM FOR FIDELITY INVESTMENTS You Must Complete All Sections and return to your local HR contact Participant Information Social Security Number: — Birth

How to fill out 401k quick enrollment form

How to fill out 401k quick enrollment form?

1. Obtain the form: The first step is to acquire the 401k quick enrollment form. You can typically find this form on your employer's website, or you can request it from your human resources department.
2. Personal details: Begin by filling out your personal information accurately. This includes your full name, address, date of birth, and social security number.
3. Contribution percentage: Determine the percentage of your salary that you would like to contribute to your 401k plan. This could be a set percentage or a specific dollar amount.
4. Investment options: Select the investment options that you want for your 401k funds. Your employer typically offers a range of investment choices, such as mutual funds or target-date funds. Take your time to review the options and select the investments that align with your financial goals and risk tolerance.
5. Beneficiary designation: Designate the beneficiaries who will receive your 401k funds in the event of your death. You will need to provide their names, relationships to you, and their contact information.
6. Investment elections: If there are additional investment elections required, such as choosing between pre-tax or Roth contributions, indicate your preferences accordingly.
7. Review and sign: Carefully review the form to ensure that all the information provided is accurate. Sign the form at the designated section to certify your enrollment.

Who needs 401k quick enrollment form?

1. New employees: The 401k quick enrollment form is typically necessary for new employees who wish to start contributing to their employer's 401k plan. It allows them to quickly enroll in the plan and begin saving for retirement.
2. Existing employees: Even if you have been with your employer for a while, you may need to fill out the 401k quick enrollment form if you haven't enrolled in the plan previously. This form provides a simple and expedited way to start participating in the 401k program.
3. Employees with changes in 401k contribution: If you are an existing employee and want to modify your 401k contribution percentage or investment elections, you may also need to complete the quick enrollment form. This ensures that your updated preferences are accurately reflected in your 401k plan.

Remember, it is crucial to consult with your employer's HR department or benefits administrator if you have any specific questions or concerns regarding the 401k quick enrollment form or the enrollment process.

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