Get 403b - Payrl Dedct Form - Fidelity Investments Word Doc - Umuc

Filling out the 403b - Payrl Dedct Form - FIDELITY INVESTMENTS is a straightforward process that involves providing essential personal and payroll information. This guide will offer you step-by-step instructions to help you navigate the form with ease, ensuring you complete it accurately.

Follow the steps to successfully fill out the form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In the 'Payroll System' section, select the appropriate option between 'Regular' or 'Contract' to indicate your employment type.
3. Fill in the 'University of Maryland' section with your Human Resources/Payroll Agency Code, which you can find on your pay stub.
4. Provide your 'Institution Name (Place of Employment)' and your 'Social Security Number' to ensure correct identification.
5. Complete the 'Employee Name' field with your full legal name.
6. Choose the 'Deduction Action Requested' by selecting 'Initiate' or 'Change' according to your needs.
7. Indicate the name of the SRA Plan and fill in the CPB Deduction Code, which is 'FDLTY 403(b)' with the associated number '68'.
8. Enter both your 'Current Amount' and your 'New Amount' in the 'Employee Total Biweekly Deduction Amount' section.
9. Specify your 'Payroll Cycle' and be aware that the deduction will begin in the next available pay period upon receipt of your form.
10. Sign and date the form in the designated 'Employee’s Signature' section to authorize the deductions. Ensure that you include the date.
11. In the case of an initial enrollment, confirm that you have sent a signed 403(b) enrollment form to the Fidelity Investments vendor and have a signature from the Benefits Coordinator.
12. Finally, make sure the 'Benefits Coordinator’s Signature' and phone number are completed, then save, download, print, or share your form as needed.

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