Get Hepc Vendor Selection Form 401(a) Plan - West Virginia Higher ... - Wvhepc

Filling out the HEPC Vendor Selection Form 401(a) Plan is an essential process for employees participating in the defined contribution retirement plan. This guide will provide you with step-by-step instructions on how to accurately complete the form online and ensure your vendor selection is processed smoothly.

Follow the steps to successfully complete the vendor selection form.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Enter your personal information, including your full name, social security number, date of birth, employer name, and date of employment in the designated fields.
3. Select your preferred 401(a) vendor by checking only one of the provided options: Great West/Educator$Money or TIAA-CREF.
4. Indicate the effective date of your vendor selection by entering the date in the specified field.
5. Acknowledge that submitting this Vendor Selection Form replaces any prior vendor selections by signing in the signature field and adding the current date.
6. If applicable, the internal use section must be filled out by the employer. This includes acceptance by an authorized person, their title, and date.
7. For payroll purposes, ensure that the correct 401(a) vendor code is marked accordingly: TIAA-CREF (309) or Great West / Educator$Money (311).
8. Finally, review all entries for accuracy, then save your changes, download the completed form, and print or share it as needed.

Complete your HEPC Vendor Selection Form online today to ensure timely processing of your vendor selection.