Get Participant Enrollment Governmental 457(b) Plan Massachusetts ...

Filling out the Participant Enrollment Governmental 457(b) Plan form is an essential step in managing your deferred compensation plan in Massachusetts. This guide will provide you with clear, step-by-step instructions to ensure a smooth and accurate online completion of the form.

Follow the steps to complete your enrollment form effectively.

1. Click ‘Get Form’ button to access the Participant Enrollment form and open it in your preferred online editor.
2. Begin by entering your participant information. Fill in your last name, first name, and middle initial. Include your Social Security number, home address (number and street), email address, and phone number. Indicate your marital status by checking the appropriate box.
3. Provide your date of birth and date of hire by selecting the corresponding month, day, and year.
4. Next, select your investment option information. Identify the investment option code and name, ensuring that you specify the percentage contribution (must be whole percentages totaling 100%). Refer to your marketing materials for more details.
5. Complete the plan beneficiary designation section. You may designate one primary and one contingent beneficiary. If you have multiple beneficiaries, you will need to complete a separate beneficiary designation form. Fill in their names, Social Security numbers, relationships, and dates of birth, along with the percentage of account balance for each.
6. Review the participation agreement section. Acknowledge your understanding of withdrawal restrictions, compliance with plan documents, and the consequences of incomplete forms.
7. Ensure required signatures are completed. Sign and date the form as the participant. If applicable, have the registered representative sign and date their section.
8. Finally, save your changes, and download or print the completed form for your records. Then, forward the form to the designated service provider at Great-West Retirement Services® using the provided address.

Complete your Participant Enrollment form online today to secure your participation in the 457(b) Plan.