Get 401 K Catch Up Authorization Form

Filling out the 401 K Catch Up Authorization Form online is a straightforward process that enables eligible participants to make additional contributions to their retirement savings. This guide will walk you through each section of the form, ensuring you complete it accurately and effectively.

Follow the steps to complete the 401 K Catch Up Authorization Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling out the required employee information, including your name, Social Security number, address, city, state, zip code, phone number, email, and date of birth. Ensure that all required fields, marked with an asterisk, are completed accurately.
3. Indicate your preference for the catch-up contribution by selecting one of the options provided. You can choose a percentage of your salary per pay period, a specific dollar amount per pay period, or a one-time deduction. If choosing a percentage, ensure the amount does not exceed 50%.
4. If you select the one-time deduction option, specify whether it is the maximum amount of $5,500 or another amount. Ensure you check the box next to your selected option.
5. Review the authorization statement at the bottom of the form. By signing, you authorize the Trustee or Plan Administrator to manage your contributions and confirm that you have the authority to make these instructions.
6. Sign and date the form in the designated areas before submitting it.
7. Finally, save any changes you made to the document. You can download, print, or share the completed form as needed.

Complete your 401 K Catch Up Authorization Form online to enhance your retirement savings today.