Get Joinder/deferral Agreement - Mainesaves457.com

This guide provides step-by-step instructions for completing the Joinder/Deferral Agreement for the MaineSaves voluntary retirement savings plan. This document is essential for users participating in the plan or making changes to their existing agreements.

Follow the steps to complete the agreement effectively.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. In Section A, fill in all required participant identification fields, including your social security number, employee name, and date of birth. Ensure that all information is accurate and typed or printed clearly.
3. Move to Section B and indicate your local provider by checking the applicable box (ING, Mass Mutual, or VALIC). If you have questions regarding local providers, refer to your local representative.
4. In Section C, complete this section only if you are enrolling or changing your deferral amount. Enter the amount you wish to defer from your total compensation per pay period and indicate the effective check date.
5. Proceed to Section D to designate your primary and secondary beneficiaries. Provide their names, social security numbers, relationships to you, and percentage allocations for the benefits.
6. Next, sign Section E to confirm your agreement to the terms of the Plan. Make sure to include the signature and date for both yourself and the local representative.
7. Once all fields are completed, you can save changes, download, print, or share the completed form as needed.

Complete your Joinder/Deferral Agreement online today to take charge of your retirement savings.