Get Tax Sheltered Annuity 403(b) Program Wells Fargo Product Salary ...

Filling out the Tax Sheltered Annuity 403(b) Program Wells Fargo Product Salary Deferral Agreement is a crucial step in securing your financial future through tax-deferred savings. This guide provides a clear and supportive outline of how to complete the form online, ensuring you understand each section and its significance.

Follow the steps to complete your Salary Deferral Agreement accurately.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. In Section 1: Employee Information, enter your name, campus, social security number, address, city, state, zip code, birth date, hire date, and daytime telephone number. Accuracy in this section is essential to ensure proper identification.
3. In Section II: Agreement, indicate your desired bi-weekly payroll deduction amount. You can either authorize a change to a set deduction or specify a temporary change for a limited time period, ensuring that any deduction complies with your previous allocations on file with Wells Fargo.
4. Make sure to review the terms regarding changes to investment allocations, including the process of contacting Wells Fargo for future allocation changes.
5. Sign and date in Section III: Signatures. This consent signifies that you understand and agree to the terms laid out in the agreement and acknowledges the contribution limits set by the Internal Revenue Service.
6. Finally, return the completed Salary Deferral Agreement to the designated address for processing, where it will be handled appropriately by the Wells Fargo Retirement Plan Services.
7. After submission, you may save changes, download a copy, print the form for your records, or share it with relevant parties as needed.

Complete your Salary Deferral Agreement online today to take the first step toward building a secure financial future.