Get 403(b) Prototype Short Amendment 06/30/2010 Checklist ...

This guide provides step-by-step assistance on completing the 403(b) Prototype Short Amendment checklist online. By following these detailed instructions, users can ensure their amendments are processed accurately and efficiently.

Follow the steps to complete your checklist successfully.

1. Click the ‘Get Form’ button to obtain the 403(b) Prototype Short Amendment checklist and open it in your preferred form editor.
2. Fill in the checklist completed by section, including the name and extension of the person completing the form. If unavailable, ensure to provide contact details for assistance.
3. Identify the authorizing professional (such as an attorney or enrolled actuary) who is approving the amendment. Include their name, title, and address.
4. Indicate the plan name and select the type of 403(b) plan you are amending (Elective Deferral or Employer Contributions). Make sure to check if the plan is ERISA compliant or exempt.
5. Complete the amendment section, noting any additional amendments required, and provide effective dates as necessary.
6. Specify which additional documents should accompany the plan amendment, like the summary of material modifications or communication letters.
7. Review the payment policy outlined in the form and ensure to select your delivery method and any special instructions regarding the document's submission.
8. After filling out all sections, review the form for accuracy, save your changes, and proceed to download, print, or share the completed checklist.

Begin filling out your 403(b) Prototype Short Amendment checklist online today.