Get Pts Deferred Compensation Retirement Plan

Filling out the Pts Deferred Compensation Retirement Plan form is a crucial step for part-time, temporary, and seasonal employees of the State of Hawaii. This guide will provide you with clear, step-by-step instructions to navigate the enrollment process effectively online.

Follow the steps to complete your enrollment form online.

1. Click the ‘Get Form’ button to obtain the enrollment form and open it in your preferred document editor.
2. In Section I, provide your identifying and employment information. This includes your name (last, first, middle initial), social security number, home address, department, city, state, zip code, home phone number, date of birth, division or school, and position title. Ensure all fields are completed accurately to avoid delays.
3. Proceed to Section II to list your beneficiary information. Here, you need to include the name (last, first, middle initial), relationship to you, social security number, address, city, state, and zip of the individual to whom you wish to leave your funds in the event of your passing.
4. In Section III, respond to the questions regarding other employment. Indicate if you are employed in any other State jobs and mention the departments if applicable. Answer whether these jobs provide membership in the State Employees’ Retirement System (ERS). Additionally, inform if you are an ERS retiree collecting monthly benefits, as this is important for payroll deductions related to the Pts plan.
5. In Section IV, review the certification section. It is critical to sign and date this section, confirming that the information you have provided is accurate. Be aware that any inaccuracies could lead to tax implications.
6. After ensuring that all sections are complete and accurate, save your changes. You may then choose to download a copy, print the form for your records, or share it as needed.

Complete your Pts Deferred Compensation Retirement Plan enrollment online today for a secure financial future.