Get Application Bformb - Nalc - Nalc

This guide provides a step-by-step approach to completing the Application Bformb - NALC - Nalc online. By following these instructions, users can ensure that their application is filled out accurately and submitted without issues.

Follow the steps to complete the application form online.

1. Select the ‘Get Form’ button to access the Application Bformb - NALC - Nalc and open it for online completion.
2. Begin by indicating your interest in the CCA Retirement Savings Plan. Choose a planned biweekly premium option from the provided list, selecting $15 (minimum), $25, $35, or $50.
3. Fill in your personal information including your full name, contact number, NALC branch number, state, and zip code. Ensure that you print or type this information clearly.
4. Provide details about your spouse, if applicable. This includes their name, sex, social security number, date of birth, and address.
5. Complete the ownership section by designating the policy owner, along with their name, address, social security number, and their relationship to the annuitant.
6. Select the type of policy you intend to use from the options: Traditional Individual Retirement Account, Roth Individual Retirement Account, or Non-qualified Deferred Annuity.
7. Authorize payroll deductions for your premiums by providing the necessary consent. Make sure to check the box if you prefer to receive monthly or annual billing instead of payroll deductions.
8. Designate beneficiaries by entering their names, addresses, relationships to you, and their social security numbers. If additional space is needed, you may attach a separate page.
9. Confirm the effective date by understanding that the plan will take effect based on the first premium deducted from pay or directly upon receipt of your payment.
10. Answer the questions regarding any existing life insurance or annuity contracts, selecting 'Yes' or 'No' and providing details if applicable.
11. Review the application for completeness and accuracy, then sign and date the form to formally submit your application.
12. After completing the form, save your changes and choose to download, print, or share the completed application as needed.

Start filling out your Application Bformb - NALC - Nalc online today for a smooth application process.