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How to fill out the Florida Dfs J3 1163 online
The Florida Dfs J3 1163 form is an essential document for users participating in the State of Florida Deferred Compensation Plan. This guide provides clear and user-friendly instructions on how to complete the form efficiently online.
Follow the steps to successfully complete your Florida Dfs J3 1163 form online.
- Press the ‘Get Form’ button to access the Florida Dfs J3 1163 and open it in your digital interface.
- Begin by entering your requested action. Indicate whether you want to enroll, increase deferral, decrease deferral, stop deferral, change address/email/phone number, adjust beneficiary, or modify your pay cycle.
- Fill in your participant information in Section 1. Clearly print your name as it appears on your payroll records and include your Social Security Number, street address, email, city, state, zip code, date of birth, and phone numbers.
- Proceed to Section 2. Select your pay cycle (monthly or bi-weekly), annual salary, and any indications for special pay schedules or non-centralized payroll employers.
- In Section 2, fill out your deferral request, specifying the amount or percentage you wish to defer and any future requests. Ensure to note the effective salary warrant dates.
- Move to Section 3 for beneficiary designation. List the primary and contingent beneficiaries along with their details, ensuring the specified percentages total to 100%.
- After completing the necessary sections, review your entries for accuracy. Ensure all information is correct and complete before submitting.
- Once you have filled out the form, you can choose to save your changes, download a copy, print the form, or share it as required.
Begin filling out your Florida Dfs J3 1163 form online today for efficient participation in the Deferred Compensation Plan.
A Tax-Sheltered Annuity 403(b) Savings Plan account allows participants to save money for retirement while reducing their income tax liability. Taxes on earnings and contributions are deferred until received as income, preferably at retirement.
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