Get Georgia Defined Contribution Plan - University System Of Georgia - Usg

This guide provides step-by-step instructions for completing the Georgia Defined Contribution Plan application online. Users will find clear and supportive guidance on filling out each section of the form accurately.

Follow the steps to complete your application successfully.

1. Press the ‘Get Form’ button to obtain the application and open it in your preferred editing tool.
2. In the upper right-hand box, enter your Social Security number.
3. Complete Section 1 by entering your name as it appears on your Social Security card. Provide your address, gender, and date of birth.
4. In the designation of beneficiary section, designate a Primary and Contingent Beneficiary. Ensure the Contingent Beneficiary is noted as valid only if the Primary Beneficiary is deceased.
5. If you wish to have joint beneficiaries, list all names in the Primary Beneficiary space or attach on a separate sheet. Specify the sharing arrangements in the margin, indicating ‘To Share and Share Alike’ for equal portions or write the percentages next to each name for varying portions.
6. Review the completed form to ensure all information is accurate and all fields are filled.
7. Sign and date the application in the designated area.
8. Submit the completed application to your Personnel Officer, who will verify your information and enter the employment date in Section 2.
9. After verification, your Personnel Officer will forward the application to the appropriate department.
10. Once submitted, you may save changes, download, print, or share the completed form as needed.

Complete your application online today to ensure your membership in the plan.