Get Vesting Waiver Form - University Of San Francisco - Usfca

Filling out the Vesting Waiver Form is essential for qualifying for a waiver of the 3-year vesting requirement under the 401(a) Defined Contribution Retirement Plan at the University of San Francisco. This guide will help you navigate through the form and ensure that all necessary information is accurately submitted online.

Follow the steps to complete the Vesting Waiver Form online.

1. Click ‘Get Form’ button to access the Vesting Waiver Form. This will allow you to download and open the form in an editing tool.
2. Enter your USF ID number in the designated field to identify your profile within the university system.
3. Fill in your date of hire using the format provided, ensuring to check for accuracy.
4. Provide your full name, phone extension, and email address in the specified fields to facilitate communication.
5. Indicate whether you were previously enrolled in USF’s 401a Plan by selecting 'Yes' or 'No' in the corresponding section.
6. Authorize your previous employer to share information about your vested status and employment history by signing in the designated area.
7. Complete the section for your previous employer to verify if they are a non-profit organization and if you participated in their retirement plan.
8. If applicable, provide the date of your employment history with the previous employer, especially if their response notes that you were not 100% vested.
9. Once all fields are filled out accurately, save your changes. You can then download the form, print it for physical submission, or share it as needed.

Complete your Vesting Waiver Form online today to ensure you take advantage of this important opportunity.