Get American Retirement Forms

Filling out the American Retirement Forms online can be a straightforward process with the right guidance. This guide provides step-by-step instructions to help you complete the required sections accurately and efficiently.

Follow the steps to complete your retirement plan enrollment or change form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the employer section, enter the name of the employer, organization, or company, along with the plan ID and name of the plan. Record the eligibility date for the employee and provide the name and title of the signer for the employer. Ensure the authorized signature and date are included.
3. As an employee, complete Sections 1 through 4. Begin with Section 1 by selecting whether you are enrolling in a new plan or making changes to an existing account. Clearly type or print your social security number, date of birth, first name, middle initial, last name, and date of hire. Indicate your country of citizenship and provide your residence address and mailing address if different.
4. In Section 2, specify your contributions. Check with your plan for available options. Choose the percentage or dollar amount for pre-tax and after-tax contributions or indicate that you do not wish to make contributions at this time.
5. Move to Section 3 to select your investment options. New participants should be aware that any contributions made before specifying investments will go into the plan’s default fund. Existing participants can change allocations for future contributions, noting that any reallocation does not affect current assets.
6. Complete Section 4 by signing and dating the form. By signing, you acknowledge your contributions and confirm that you have filled out the necessary beneficiary designation form.
7. After filling out the form, review all entered information carefully. Save your changes, then download, print, or share the completed form as needed.

Start completing your American Retirement Forms online now to ensure you maximize your retirement planning.