Get County Of San Diego Deferred Compensation Plan 457(b

Filling out the County Of San Diego Deferred Compensation Plan 457(b) Participation Agreement online can be a straightforward process. This guide will provide you with step-by-step instructions to ensure that you complete your form accurately and efficiently.

Follow the steps to complete your Participation Agreement.

1. Click ‘Get Form’ button to obtain the online version of the Participation Agreement and open it in your preferred document editor.
2. Complete all sections of the Participation Agreement that apply to your request. Make sure to include your personal information, such as your name, social security number, address, and contact details.
3. In the 'Type of Request' section, indicate whether this is a new enrollment, a name change, a change of address, or reinstatement by checking the appropriate box.
4. Fill out the 'Contribution Amount' fields. Specify your pre-tax and Roth contribution amounts in whole dollars, ensuring the total equals 100% of your contribution.
5. Designate your beneficiaries in the 'Beneficiary Designation' section. Ensure that the percentage split totals 100% for both primary and contingent beneficiaries.
6. Complete the 'Funding Options' section by selecting your preferred investment allocations and ensuring the total chosen percentages equal 100%.
7. In the 'Authorization' section, read through the terms and sign and date the Participation Agreement.
8. Once all fields are correctly filled out, review your entries for accuracy. Make any necessary corrections.
9. Save your completed Participation Agreement, then download or print a copy for your records, and follow any specified instructions for submission.

Start filling out your County Of San Diego Deferred Compensation Plan 457(b) Participation Agreement online today!