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Get Calpers 457 Participant Change Authorization Form - Fill ...
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How to fill out the Calpers 457 Participant Change Authorization Form - Fill ... online
Filling out the Calpers 457 Participant Change Authorization Form online is a straightforward process that allows you to update your contribution details efficiently. This guide will provide you with step-by-step instructions tailored to meet your needs.
Follow the steps to complete the form accurately.
- Use the ‘Get Form’ button to access the Calpers 457 Participant Change Authorization Form in an online editor.
- Begin by filling out the participant information section. Clearly print your name, social security number, birth date, CalPERS ID, employer name, work phone, home phone, and email address.
- In the change contribution amount section, check the box to indicate your desire to change your contribution amount. Enter the dollar amount or percentage of your current contribution and the new amount you wish to contribute. Select whether the change will take effect during the next qualifying pay period or on a specific date.
- If you wish to suspend contributions, check the box indicating your choice to suspend. Indicate whether this will take effect during the next qualifying pay period or on a specific date.
- For those eligible for the catch-up provision, check the box confirming your age and desire to use this option. Also, if you will use the special catch-up method, complete the necessary worksheet and check the appropriate box.
- In the change in marital status or domestic partnership section, indicate your current legal status by checking the appropriate box.
- Sign and date the form in the signatures required section. Ensure your employer also signs and dates the form as needed.
- After completing the form, proceed to save your changes, and choose how you would like to submit it by fax or mail as indicated in the form. Review your entries to ensure accuracy before submission.
Complete your Calpers 457 Participant Change Authorization Form online today for a hassle-free experience.
The CalPERS 457 Plan is for employees of participating public agencies and schools. It is a tax-deferred plan that allows you to take advantage of tax-deferred compounding. The CalPERS 457 Plan has an “all-in” fee structure and no hidden costs, which allow you to keep more of your investment returns.
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