Get Great-west Retirement Services

This guide provides a comprehensive approach to filling out the Great-West Retirement Services online enrollment form. Whether you are new to retirement planning or an experienced participant, the following instructions will help you navigate the form efficiently.

Follow the steps to complete your enrollment smoothly.

1. Press the ‘Get Form’ button to access the enrollment form and open it in your preferred digital platform.
2. Begin by entering your personal information in the participant information section. Fill in fields such as your first name, middle initial, last name, address, social security number, and email address. Make sure all information is accurate and up-to-date.
3. Provide your date of birth and date of hire, using the month, day, and year format. Specify your marital status by selecting either 'Married' or 'Unmarried' and indicating your gender.
4. Fill in your phone numbers, both home and work, ensuring you include area codes. This will help the service provider contact you if necessary.
5. In the investment option information section, refer to your communication materials to understand each investment option available to you. Indicate your preference by selecting the appropriate investment option and including its corresponding option code.
6. Complete the beneficiary designation section. You can designate one primary beneficiary and one contingent beneficiary. Include necessary details such as their names, social security numbers, relationships, and dates of birth.
7. Review the participation agreement and acknowledge the withdrawal restrictions and compliance with the plan document. You must agree to the terms of participation outlined in this section.
8. Finalize your enrollment by signing and dating the form at the bottom. Once completed, forward the form to the designated service provider's address as specified.
9. After submitting your form, consider saving a copy for your records. You may also download or print the completed form for future reference.

Complete your enrollment form online today and take the next step toward your retirement planning.