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IVY TECH COMMUNITY COLLEGE OF INDIANA 403(b) AND 457(b) SALARY REDUCTION AGREEMENT This 403(b) and 457(b) Salary Reduction Agreement (Agreement”) is entered into between the undersigned employee
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How to fill out and 457b - tiaa-cref

How to fill out a 457b - TIAA-CREF:
01
Start by gathering all necessary paperwork and information. This may include your social security number, employment details, TIAA-CREF account information, and any beneficiary information.
02
Access the TIAA-CREF website or contact their customer service to obtain the necessary forms to fill out for your 457b account.
03
Carefully read through the instructions provided with the forms. Make sure you understand each section and what information is required.
04
Begin filling out the forms, starting with your personal information. This may include your name, address, date of birth, and employment details. Double-check all information before moving on.
05
Provide any beneficiary information that may be required. This includes the names, addresses, and relationship to the beneficiary.
06
Indicate the contribution amount or percentage you wish to set for your 457b account. You may have the option to make salary deferrals, catch-up contributions, or employer match contributions.
07
If you have any special instructions or requests, make sure to include them in the appropriate sections of the forms.
08
Review the completed forms to ensure accuracy and completeness. Make sure all required fields are filled, and all supporting documents are included if necessary.
09
Sign and date the forms where required. Follow any additional instructions provided for submitting the forms.
Who needs a 457b - TIAA-CREF:
01
Employees of nonprofit organizations or state and local governments may be eligible for a 457b retirement plan.
02
Individuals who are seeking an additional retirement savings option beyond their employer-sponsored 401(k) plan or individual retirement accounts (IRAs) might consider a 457b plan.
03
Those who want to take advantage of the potential tax benefits and flexibility offered by a 457b plan may find it suitable for their financial goals.
Remember, it is always advisable to consult with a financial advisor or TIAA-CREF representative to ensure you are making informed decisions and maximizing the benefits of your 457b - TIAA-CREF account.
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