Get Broward County School Board

This guide provides comprehensive instructions on how to fill out the Broward County School Board 403(b) Salary Reduction & Allocation Agreement online. By following these steps, users can ensure that they complete the form accurately and efficiently.

Follow the steps to complete the Broward County School Board form online:

1. Press the ‘Get Form’ button to access the 403(b) Salary Reduction & Allocation Agreement and open it in your chosen editing tool.
2. Indicate your status by checking the appropriate boxes for 'new participant' or 'change to existing allocations'. If eligible, mark the boxes for 'catch-up contribution eligibility' based on age or years of service.
3. Provide your personal information in the 'Employee Information' section. Fill in your name, telephone number, mailing address (including city, state, and zip code), employer name, date of birth, social security number, date of hire, email, and city/state of employment.
4. In the 'Salary Reduction' section, specify the amount to be deducted per pay period. Ensure this amount falls within the limits set by the 403(b) Plan.
5. In the 'Allocation of Contributions' section, list all annuity contracts or custodial accounts where the salary reduction contributions should go. Allocate amounts as needed, remembering that the first listed will be satisfied first.
6. Fill out the 'Effective Date and Duration' section, either choosing to start as permitted under the Plan or specifying a particular starting date. Understand that the agreement remains valid as long as you are eligible.
7. In the 'Designation of Beneficiary' section, ensure the beneficiary details are in line with the terms of each annuity contract or account.
8. Review the 'Release of Liability' clause and ensure you are aware of its implications regarding your choices.
9. Provide your signature and date the form. Include your printed name and the name of the financial professional if applicable, along with their contact details.
10. If required, obtain the employer authorized signature and date before finalizing.

Complete your 403(b) Salary Reduction & Allocation Agreement online today.