Get Contact Your Plan Administrator To Make Any Other Personal Data Changes Not Provided For By This

This guide provides you with clear and concise steps to complete the Contact Your Plan Administrator form for any personal data changes not specifically addressed by the standard form. By following these instructions, you can ensure your information is accurately updated.

Follow the steps to complete your personal data changes effortlessly.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Fill in the contact information section with the trustee's details, including the trustee name and contract number, along with your participant name and social security number.
3. If necessary, complete the 'Change of Personal Information' section. Provide the current employee name and social security number, followed by the revised employee details that need updating.
4. If you need to change ongoing contribution instructions, fill in the preferred percentages or dollar amounts for pre-tax contributions, Roth 401(k), and any after-tax contributions. Specify if you elect not to defer contributions at this time.
5. Sign and date the form. Additionally, an authorized plan administrative contact must also sign and date the form for validation.
6. After completing the form, you can save your changes, print a copy for your records, or share the completed form as needed.

Complete your form online today to ensure your personal data is accurately updated!