Get Capregboces

Filling out the Capregboces form is an essential step for employees participating in the 403(b) Salary Reduction Agreement. This guide aims to provide clear and supportive instructions to help users complete the form accurately and confidently.

Follow the steps to successfully complete the Capregboces form

1. Click ‘Get Form’ button to access the Capregboces document and open it in your editing interface.
2. Provide your employee/participant information in section one, including your first name, middle initial, last name, date of birth, date of hire, address, marital status, phone number, and email address. Make sure to enter your social security number and mark whether you are a full-time or part-time employee.
3. In section two, review the agreement terms. Confirm your election to participate in the Employer's 403(b) Plan by checking the appropriate box and understanding the responsibilities outlined regarding salary deductions and your role in providing accurate information.
4. For section three, address the voluntary election and deferral information. Specify whether you are initiating, changing, or discontinuing an election. Enter the service provider name, account number if known, previous contribution amounts, and new contributions with an effective date.
5. In section four, complete the required non-elective contribution information. If applicable, indicate the service provider and contribution amount for any one-time contributions made by your employer.
6. For new hires, complete section five with information regarding any previous employer's 403(b) plan contributions, including the name of the previous employer and the total year-to-date amount contributed.
7. Sign and date the form in section six to certify that you have read and understood the agreement. Ensure to provide any necessary signatures from the employer and any third-party plan administrator as required.
8. If applicable, complete section seven by providing your financial advisor's details, including their name and contact information, agreeing to comply with related directives.
9. Finally, save your changes to the form, and ensure you have the option to download, print, or share the completed document as necessary.

Start filling out the Capregboces form online today to ensure your participation in the 403(b) program.