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Ent account balances are invested. Type on screen or fill in using CAPITAL letters and black ink. 1. Account Information Account Owner Name First, M.I., Last SSN required Account Number Daytime Phone Date of Birth mm dd yyyy 2. Contribution Allocation Indicate allocation changes to future SIMPLE IRA Elective Deferrals (if any) and Employer Matching or Employer Nonelective Contributions. Percentages must be whole numbers. If total does not equal 100%, the percentage of the first fund select.

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Employee contributions to a SIMPLE IRA are discretionary – they can decide to contribute each year or not. Employers, however, are required to make annual contributions. Employers must provide a 100% match up to 3% of employee's contributions or provide 2% of their annual salary.

Annual Election Period: Each year employees can change their contribution levels during the plan's election period. This election period must be at least 60 days long, and employees must receive prior notice about an upcoming election opportunity.

How Do You Change Your Contribution? If you want to change your 401(k) contribution, you can do so before the deadline set by your employer. Fill out a 401(k) contribution form and indicate the amount you wish to contribute each pay period. You can increase or decrease the amount based on your budget.

Employees can make salary reduction contributions to a SIMPLE IRA plan in any amount up to the legal limits. The maximum amount that an employee can contribute is adjusted annually for cost-of- living increases. The limit is $14,000 in 2022 and $15,500 in 2023.

You can change or delete an automatic contribution at any time. First, visit our automatic transfers and investments page, then select the retirement account you'd like to edit and save your changes. To get started, visit automatic transfers and investmentsLog In Required.

Change your asset allocation online through Fidelity's website by accessing your investment accounts, reviewing current allocations, and reallocating funds based on your updated asset allocation targets and investment preferences.

In addition to rebalancing periodically based on how your investments have performed, you might choose to rebalance if your previous asset allocation is no longer appropriate. Many people adjust their asset allocations periodically so that their portfolios become less risky as they get closer to retirement age.

You may change the amount you contribute to your retirement savings account, as well as the funds you invest in, at any time throughout the year. Log on to PeopleSoft to change your contribution type or amount. Log on to Fidelity NetBenefits® at http://netbenefits.com/mgb to change your investment fund lineup choices.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232