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  • 401k Catch Up Contribution Election Form - Instant Benefits

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401(k) Plan Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) Catch-Up Contribution Election Form ENROLLMENT AND PAYROLL DEDUCTION CHANGE AUTHORIZATION (Please print legibly and complete.

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If permitted by the 401(k) plan, participants age 50 or over at the end of the calendar year can also make catch-up contributions. You may contribute additional elective salary deferrals of: $6,500 in 2021 and 2020 and $6,000 in 2019 - 2015 to traditional and safe harbor 401(k) plans.

Can I make age-50 catch-up contributions as a designated Roth contribution to my designated Roth account? Yes, provided you are age 50 or older by the end of the year and the plan permits these contributions.

Catch-up contributions must be made to 401(k) plans before the end of the year. IRA catch-up contributions, on the other hand, can be made up until the applicable deadline to file your income tax return.

Anyone age 50 or over is eligible for an additional catch-up contribution of $6,500 in 2020 and 2021. Employers can contribute up to $57,000 (catch-up at $63,500) in 2020; in 2021 that amount rises to $58,000 (or $64,500 with the catch-up contribution).

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232