Get 650251 Participant Enrollment Agreement 1

Filling out the 650251 Participant Enrollment Agreement 1 is a straightforward process that ensures your information is appropriately submitted for enrollment. This guide will provide step-by-step instructions to assist you in completing this important document online with clarity and confidence.

Follow the steps to successfully complete your Participant Enrollment Agreement 1.

1. Press the ‘Get Form’ button to access the Participant Enrollment Agreement 1. This will allow you to open the form in your preferred online editor.
2. In the first section, provide your personal information including your social security number, date of birth, last name, first name, middle initial, and contact numbers. Make sure all details are accurate as they are crucial for identification.
3. Next, complete your mailing address including the number and street, city, state, and zip code. This information ensures that all correspondence is directed to the correct location.
4. Enter your payroll information such as your employer name, employee ID (for state employees), annual salary, division number, and date of hire. This data can be used for personalized services.
5. Authorize the deduction of a contribution amount from your gross wages. Indicate whether you would like to contribute on a pre-tax or Roth after-tax basis and specify the amount or percentage. Note any employer-specific provisions.
6. Select your investment option. You can choose a Target Retirement Fund or select your own investment mix. Ensure that the percentages equal 100% and refer to supporting documents if needed.
7. Designate your primary beneficiary and provide their details including name, relationship, date of birth, and address. Ensure the total percentage for beneficiaries equals 100%. Additionally, designate a contingent beneficiary.
8. Review the required authorization section carefully, sign, and date the form, affirming that the information provided is accurate and complete.
9. Once you have filled out the form, you can save your changes, download, or print the completed agreement for your records. Finally, submit the form via mail or fax to the appropriate address listed.

Complete your Participant Enrollment Agreement 1 online today to ensure your enrollment is processed swiftly.