Get Plan # 093264 403(b) Retirement Savings Plan Enrollment Form - Cbsnet Cbservices

Filling out the Plan # 093264 403(b) Retirement Savings Plan enrollment form is a crucial step in securing your financial future. This guide provides clear, step-by-step instructions to help users navigate the online enrollment process confidently.

Follow the steps to complete your enrollment form effectively.

1. Click the ‘Get Form’ button to obtain the enrollment form and open it for editing.
2. Fill out your account information, including your Social Security number, full name, location code, home address, city, state, date of birth, and date of hire. Ensure all information is accurate and up to date.
3. In the payroll directions section, specify the percentage of your compensation you wish to contribute to the plan. You can indicate any amount from 1% to 100% or choose a fixed dollar amount. If you do not wish to participate, select the appropriate option.
4. For the investment election section, choose one option only. If selecting a Vanguard Target Retirement Fund, pick the fund closest to your expected retirement year. Alternatively, if opting for core funds, specify your allocations for each fund in 1% increments, ensuring the total equals 100%.
5. Sign the form in the acceptance section to confirm your participation in the plan. This signature indicates your agreement to the terms outlined.
6. If required, have the plan sponsor complete their section by signing and dating the form. This ensures that your enrollment is processed correctly.
7. After completing the form, you may save your changes, download a copy for your records, print it, or share it with your 403(b) administrator as instructed.

Take action today by completing your enrollment form online.