Get State Of South Carolina 457 Deferred Compensation Plan And Trust A 9895502 Participant

This guide provides detailed instructions for users on how to complete the State Of South Carolina 457 Deferred Compensation Plan And Trust A 9895502 Participant form online. Follow these steps for a smooth and efficient experience in updating your participant information.

Follow the steps to complete your participant information form online.

1. Click ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Provide your personal information as currently appears on your account, including your last name, first name, middle initial, social security number (ensure all 9 digits are entered), and date of birth.
3. If applicable, indicate whether you have a retirement savings account with a previous employer or an IRA by selecting Yes or No.
4. If you wish to consolidate your retirement accounts, select the option for help and provide the preferred contact details for a representative to call you.
5. In the section for name changes, if necessary, attach relevant documentation such as a birth certificate or marriage certificate.
6. Update your address and/or contact information, including your street address, city, state, zip code, daytime phone number, alternate phone number, and email address.
7. If there is a change in marital status or if your social security number has changed, provide the necessary information and attach any required documentation as specified.
8. Sign and date the form on the Participant Signature line, affirming that your information is true and correct.
9. If you made a change to your social security number, an authorized plan administrator must sign as well.
10. After obtaining all necessary signatures, send the completed form via the preferred mailing method: fax, regular mail, or express mail as detailed in the instructions.

Complete your State Of South Carolina 457 Deferred Compensation Plan And Trust A 9895502 Participant form online today for a seamless management of your retirement information.