Get Cvs Health Future Fund 401 K Plan

Navigating the CVS Health Future Fund 401(k) Plan rollover contribution form can be complex. This guide provides clear, step-by-step instructions for filling out the form online, ensuring you understand each section and field.

Follow the steps to complete your rollover contribution form

1. Use the 'Get Form' button to obtain the CVS Health Future Fund 401(k) rollover contribution form and make it accessible in your document editor.
2. In Section 1, enter your personal information clearly. This includes your legal name, address, last four digits of your Social Security number, and your employee ID.
3. In Section 2, confirm the type of rollover contribution you are making by selecting either 'Direct Rollover' or 'Indirect Rollover,' and provide the details for your rollover source.
4. Section 3 requires you to specify the total rollover contribution amount. Break this down by entering amounts for both untaxed and previously taxed rollovers, ensuring you indicate the source of these funds.
5. While filling out Section 4, select your investment elections for your rollover contribution. Ensure the total equals 100% and that the percentages are in multiples of 1%. Keep in mind the limitation for investing in the CVS Health Common Stock Fund.
6. In Section 5, review the certification statement, then sign and date the form to confirm that the information provided is accurate and you understand the terms.
7. Finally, follow the mailing instructions in Section 6 to submit your completed and signed contribution form along with any required documentation to the specified addresses.

Complete your CVS Health Future Fund 401(k) rollover contribution form online now.