Get Participant Enrollment Form - Empower Retirement

This guide provides a clear and supportive framework for completing the Participant Enrollment Form for the Empower Retirement program. We aim to simplify the process and ensure that users can fill out the form accurately and efficiently online.

Follow the steps to successfully complete your enrollment form.

1. Click the ‘Get Form’ button to acquire the Participant Enrollment Form and open it in your preferred editor.
2. Begin by entering your participant information, including your last name, first name, middle initial, and social security number. Provide your mailing address, email address, city, state, zip code, and phone numbers for both home and work. Specify your marital status and date of birth as well as your date of hire.
3. Indicate your annual income and whether you have a retirement savings account with a previous employer or an IRA by selecting 'Yes' or 'No'.
4. Select how you would like to receive your quarterly statements. You can choose to have them sent by regular mail or opt for the Online File Cabinet service for an environmentally friendly alternative.
5. Provide your payroll contribution election. Indicate the dollar amount or percentage you wish to contribute per pay period as before-tax contributions to the Governmental 457(b) Deferred Compensation Plan, and do the same for after-tax contributions if applicable. Ensure that your total contributions do not exceed the limits mentioned.
6. Choose between enrolling in the Managed Accounts Service or opting to select your own investment options. If you select the Managed Accounts Service, you agree to the associated fees and understand that an expert will manage your account.
7. If you opt to select your own investment options, complete the Investment Option Information section by providing your desired allocations to the listed investment options ensuring that the total equals 100%.
8. Designate your primary and contingent beneficiaries by entering their names, relationships, social security numbers, and percentage of account balance. Remember, you can only designate one primary and one contingent beneficiary on this form without additional forms.
9. Review the Participation Agreement, ensuring that you understand any withdrawal restrictions and other important terms.
10. Finally, sign and date the form. Remember that a handwritten signature is required. Once completed, forward the form to Empower Retirement via the address provided.

Complete your Participant Enrollment Form online today to secure your retirement benefits.