Get Obra/pst Acknowledgement Card (please Complete And

Filling out the OBRA/PST Acknowledgement Card is a crucial step in managing your retirement plan. This guide will provide you with clear, step-by-step instructions to ensure that you complete the form accurately and submit it correctly.

Follow the steps to complete your OBRA/PST Acknowledgement Card.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor online.
2. Begin filling out the 'Beneficiary Information' section. Provide the employer name and employer plan number as requested.
3. In the 'Primary Beneficiary' section, fill in the name and address including city, state, and zip code. Enter the social security number (SSN) and the deferral amount, noting that contributions must be a minimum of 7.5% of compensation.
4. Specify your payroll frequency and indicate the allocation as 100% Nationwide Fixed Account.
5. Provide your date of birth and relationship status in the 'Participant Information' section.
6. For the 'Contingent Beneficiary' section, enter the name, mailing address, and SSN for the contingent beneficiary. Repeat the request for the date of birth and relationship.
7. You will also be asked to provide a contact phone number, gender, and email address.
8. Sign and date the form to acknowledge your understanding of the plan's governance by the Plan Document and the Informational Sheet.
9. Finally, ensure all information is accurate, then save your changes. You can choose to download, print, or share the completed form as necessary.

Complete your OBRA/PST Acknowledgement Card online today to ensure proper management of your retirement benefits.