Get the free CALSTRS 457b Enrollment Book amp Forms - Delta Elementary bb - deltacharter
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California State Teachers Retirement System 457 plan enrollment book CASTS PENSION2PERSONAL WEALTH PLAN YOUR PLANS FOR THE FUTURE are important to us at the California State Teachers Retirement System
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How to fill out calstrs 457b enrollment book
How to fill out the calstrs 457b enrollment book:
01
Obtain the calstrs 457b enrollment book from your employer or the calstrs website.
02
Read through the instructions provided in the enrollment book carefully to familiarize yourself with the process.
03
Fill out your personal information accurately in the designated sections of the enrollment book. This includes your name, address, social security number, and contact information.
04
Provide your employment information, such as your employer's name, address, and contact details.
05
Indicate the desired contribution amount for your calstrs 457b plan. This can be a specific dollar amount or a percentage of your income.
06
Choose your investment options from the provided list. Consider your risk tolerance and long-term financial goals while making these selections.
07
Review all the information you have entered in the enrollment book to ensure it is correct and complete.
08
Sign and date the enrollment book in the designated areas.
09
Submit the filled-out enrollment book to the appropriate party as instructed in the instructions or by your employer.
Who needs the calstrs 457b enrollment book:
01
Teachers and educators working in California schools who are eligible for the calstrs 457b plan.
02
Individuals interested in saving for retirement through a tax-advantaged investment plan.
03
Those looking for additional retirement savings options beyond their traditional pension or 401(k) plans.
04
Employees who want to take advantage of the potential investment growth and tax benefits offered by the calstrs 457b plan.
05
Anyone seeking to secure their financial future and build a nest egg for retirement.
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