Get 403(b) Enrollment Form - Calstrs Pension2 - Voya

This guide provides clear and detailed instructions on how to complete the 403(b) Enrollment Form for the CalSTRS Pension2 program online. By following these steps, users can ensure their enrollment is processed accurately and efficiently.

Follow the steps to successfully complete your enrollment form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the personal information section, enter your full name, the school district name, and social security number. Also, provide your date of birth, address (including apartment number), city, state, and ZIP code. Ensure that all information is printed clearly.
3. Next, move to the investment allocation of contributions section. You will choose between two options: Election A—Easy Choice Portfolio or Election B—Build Your Own Portfolio. Select one by checking the appropriate box.
4. If you select Election A, indicate your expected retirement year and your investment style (conservative, moderate, aggressive) by checking the corresponding boxes.
5. For Election B, allocate percentages for your chosen investment options to total 100%. Ensure that all percentages are clearly written and that they sum correctly.
6. In the participant authorization section, you must read the acknowledgments provided. Complete the participant's signature and date fields to indicate your agreement.
7. Finally, review the form for any errors or omitted information. Once everything is correct, you can save any changes made, download, print, or share the completed form as needed.

Complete your 403(b) Enrollment Form online today to ensure your financial future is secure.