Get Enrollment Form - Penserv

This guide provides clear, step-by-step instructions for users on how to accurately complete the Enrollment Form - PenServ online. Understanding each section of the form will help ensure that all necessary information is provided properly.

Follow the steps to complete the Enrollment Form successfully.

1. Click ‘Get Form’ button to obtain the Enrollment Form - PenServ. This will open the form in the online editor.
2. Begin by filling in the required employee information, including the ministry name, contact name, and the ministry address. Ensure all data is accurate and clearly written.
3. Complete the participant details section, providing your name, social security number, complete address, date of birth, date of employment, email address, and position/title.
4. Indicate your marital status by selecting either 'Married' or 'Unmarried.' Also, provide your evening and daytime phone numbers and select whether you are working full time or part time.
5. For salary deferral elections, specify the amount you want to contribute to the Traditional Pre-Tax Deferral and Roth Deferral. If applicable, indicate any catch-up contributions.
6. If you do not wish to participate in the plan at this time, select the option to defer participation, noting that you can change this decision later by submitting a new Enrollment Form.
7. If you wish to revoke your participation, select that option and understand that you can resume participation by completing a new Enrollment Form in the future.
8. Proceed to the investment elections section where you will select your preferred investment funds from the list provided. Make sure to review the investment model descriptions available in the online Enrollment Guide.
9. Complete the designation of beneficiary section, ensuring all details regarding primary and contingent beneficiaries are filled out accurately, including their names, social security numbers, relationships, and percentage allocations.
10. Review all completed sections to confirm that all information is accurate before submitting the form. After reviewing, you can save changes, download, print, or share the completed form as necessary.

Complete your Enrollment Form - PenServ online today to ensure your participation and investment choices are accurately recorded.