Get Vanguard Enrollment Form - Macomb County - Macombcountymi

This guide offers clear and concise instructions for completing the Vanguard Enrollment Form for Macomb County online. Whether you are a new participant or need to update your contributions, this step-by-step approach will help you navigate the form with ease.

Follow the steps to complete the Vanguard Enrollment Form successfully.

1. Click 'Get Form' button to obtain the form and open it in your browser's editor.
2. In the 'Account Information' section, check 'New Enrollment' to indicate your intention to enroll. Enter your plan number, social security number, name (last and first), address, state, city, date of birth, date of hire, and phone numbers.
3. In the 'Payroll Directions' section, specify the amount you authorize your employer to deduct from your pay period for your savings plan account. This should be between $5 and $17,500 in whole dollars. If applicable, include a pre-tax catch-up contribution for individuals aged 50 and over.
4. In the 'Investment Direction' section, indicate how you would like your future contributions to be invested. Choose either Target Retirement Funds or Core and Supplemental Funds, specifying allocation percentages that must total 100%.
5. Review the 'Authorization' section, and confirm you understand that you need to return the form for processing. Sign and date the form.
6. Submit your completed enrollment form to Vanguard through U.S. mail, overnight delivery, or fax as directed in the form, ensuring you keep a copy for your records.

Complete your Vanguard Enrollment Form online today for a secure financial future.