Get State Of Florida Deferred Compensation Plan Participant Action Form

Filling out the STATE OF FLORIDA DEFERRED COMPENSATION PLAN Participant Action Form online is a straightforward process that enables users to manage their deferred compensation efficiently. This guide provides clear, step-by-step instructions to help you complete the form with confidence.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the Participant Action Form and open it in your preferred platform.
2. Begin by entering your participant information in Section 1, including your name, social security number, street address, email, city, state, zip code, date of birth, and phone numbers. Ensure that all entries are clear and accurate to avoid any processing delays.
3. In Section 2, provide details regarding your pay cycle and deferral information. Specify whether you are paid monthly or bi-weekly, indicate your annual salary, and if applicable, confirm if you are on a seasonal pay schedule. If you are deferring to multiple investment providers, list the amounts or percentages accordingly.
4. Next, discuss your deferral requests. Indicate if you want to increase, decrease, or stop your deferral by filling in the corresponding amounts or percentages. Make sure to provide effective salary warrant dates for any future requests.
5. In Section 3, designate your beneficiaries. Clearly state their names and details, ensuring that the percentages total 100 for primary beneficiaries. Optional contingent beneficiaries can be included as well.
6. Review the entire form for accuracy. Check that all necessary fields are completed and that information provided is correct as mistakes can lead to processing issues.
7. Finally, sign and date the form to authorize the deductions as per your instructions. After signing, you can save your changes, download the form for your records, print it for submission, or share it as needed.

Take the next step towards managing your deferred compensation by filling out the form online today.