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How to fill out the 25gonjt online
Filling out the 25gonjt form is essential for participants in the Governmental 457(b) Plan. This guide provides clear and structured instructions to help users navigate the online enrollment process effectively.
Follow the steps to successfully complete the 25gonjt form online.
- Click the 'Get Form' button to obtain the 25gonjt form and open it in your preferred editor.
- Begin by entering your participant information, including your last name, first name, middle initial, date of birth, social security number, and email address.
- Provide your marital status by selecting either married or unmarried and enter your annual income.
- Complete the mailing address section by filling in your city, state, and zip code. Include your home and work phone numbers in the designated fields.
- Indicate whether you have a retirement savings account with a previous employer or an IRA by selecting yes or no.
- In the payroll information section, elect your contribution percentage, which ranges from 2% to 50%, as before-tax contributions to the 457(b) Plan and provide the payroll effective date.
- Choose whether you would like to enroll in the Managed Accounts Service by checking the appropriate box and confirming understanding of the associated fees.
- If opting out of the Managed Accounts Service, select 'My Own Investment Options' and detail your investment election in the Investment Option Information section.
- Designate your primary and contingent beneficiaries by providing their names, relationships, and social security numbers, ensuring you specify the percentage of account balance for each.
- Review your participation agreement, ensuring you understand the withdrawal restrictions and compliance terms as outlined in the document.
- Finally, sign and date the form where indicated. Remember, a handwritten signature is required for submission.
- Once everything is filled out correctly, save your changes, and download or print the completed form. You may share the form as necessary.
Start your enrollment process now and complete the 25gonjt form online for a smooth enrollment experience.
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