Get 401(k) Change Of Employer Form - Prudential Retirement

Filling out the 401(k) Change Of Employer Form for Prudential Retirement is an important step to ensure your retirement savings are effectively managed when changing employers. This guide will walk you through each section of the form, providing clear instructions to help you navigate the process seamlessly.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your participant information, including your social security number, date of hire, first name, middle initial, last name, address, city, state, ZIP code, date of birth, and daytime telephone number. Ensure your details are accurate.
3. Provide information about your previous employer and current employer by filling in the appropriate fields.
4. Indicate your contribution preferences by checking the appropriate boxes for before-tax and Roth 401(k) contributions. Fill in either the dollar amount or percentage you wish to contribute, remembering that only whole numbers are allowed.
5. State your yearly salary and how often you are paid (weekly, bi-weekly, monthly, or semi-monthly). If you're unsure about the correct format for the contribution amount or pay frequency, contact the Participant Service Center.
6. If applicable, answer whether you have an NC 401(k) loan. If so, be aware that the loan may need reamortization based on your new employer's repayment schedule.
7. Carefully read the authorization section and sign the form, either as the employee or the employer, ensuring that the date is also included.
8. Finally, review all the entered information for accuracy. Once confirmed, you can save changes, download, print, or share the completed form as necessary.

Complete your 401(k) Change Of Employer Form online today to ensure your retirement savings continue seamlessly.