Follow the steps to complete your AFPlanServ 457(b) Plan Administration Questionnaire.

1. Press the ‘Get Form’ button to access the questionnaire and open it in your preferred online form editor.
2. Begin by entering the employer information. You will need to provide the legal name of the employer, federal tax ID number, address, phone number, fax number, email address, contact person, and their contact details.
3. Next, indicate the type of organization by selecting from options such as K-12 public school, vocational/technical school, college/university, or specify other classifications.
4. Complete the plan information section. Enter the name of the plan, status (new or existing), requested effective date, original plan effective date, and plan entry dates.
5. Provide details regarding plan eligibility. Specify which employees are eligible for elective deferral contributions and note any exclusions.
6. In the contributions section, determine the maximum elective deferrals and indicate whether your plan will allow catch-up contributions for participants nearing normal retirement age.
7. Fill out the section on rollovers, transfers, and exchanges by indicating approvals for accepting rollovers and specifying employer contributions, if applicable.
8. Complete the distributions section to describe when distributions from the plan will be allowed.
9. Provide information on any other employer plans that may be in place under the 457(b), 403(b), 401(k), or any other plans, detailing types as required.
10. Lastly, review any other provisions you wish to include in the plan and ensure all additional information required is attached.
11. Once all sections are completed, save your changes. You will have the option to download, print, or share the form as necessary.

Start completing your AFPlanServ 457(b) Plan Administration Questionnaire online today!