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Get Lausd 457b Deferred Compensation Plan Enrollment Form - Mo Laschools
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How to fill out the LAUSD 457b Deferred Compensation Plan Enrollment Form - Mo Laschools online
Filling out the LAUSD 457b Deferred Compensation Plan Enrollment Form is an important step towards securing your financial future through retirement savings. This guide provides clear, step-by-step instructions to help you complete the form online with confidence.
Follow the steps to successfully complete the enrollment form.
- Click ‘Get Form’ button to obtain the form and open it in your editor.
- Complete the participant information section. Fill in your employee name, employee ID, preferred phone number, gender, date of birth, email address, and home address (note: do not use a P.O. Box).
- In the employer information section, specify your school site or location and your employer plan number (which is 405800).
- In the beneficiary information section, provide details about your primary and contingent beneficiaries. List their names, relationships to you, dates of birth, and percentage allocations (totaling 100%). If additional space is needed, attach an extra page.
- For election options, choose between allocating 100% of your contributions to the TIAA Traditional Annuity Account or building your own portfolio. If selecting the latter, choose from the investment options listed and assign percentage allocations that total 100%.
- Indicate the dollar amount you wish to defer from each paycheck and the effective date for this deferral. Ensure that you are aware of payroll deadlines.
- Read and acknowledge the terms regarding contributions, withdrawals, and the nature of your investment options. You must sign and date the form.
- After reviewing your completed form for accuracy, you can save changes, download, print, or share the form as necessary.
Complete your enrollment in the LAUSD 457b Deferred Compensation Plan online today!
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