Get 1. Participant Information 2. Payroll Elections 3. Required Signature

This guide provides clear and supportive instructions on how to complete the participant information, payroll elections, and required signature sections of the salary reduction agreement for your 401(k) and 457 plans online. Follow these steps to ensure your form is accurately filled out and submitted.

Follow the steps to complete the form effectively.

1. Click the ‘Get Form’ button to access the salary reduction agreement form and open it in your preferred online editor.
2. In the participant information section, fill in your last name, first name, home address, city, state, and zip code. Ensure that your home phone and work phone numbers are accurate.
3. Provide your email address and your social security number. Select your gender and complete your date of birth by filling in the month, day, and year fields.
4. Indicate your date of hire and select your payroll frequency from the options provided: paid monthly, bi-weekly, semi-monthly, or other.
5. In the payroll elections section, specify the deductible amounts for your 401(k) and 457 plans. Ensure that you enter amounts that align with your eligible compensation and do not exceed annual contribution limits.
6. For longevity and bonus deferrals, fill in the respective amounts you authorize to be deducted for each plan. Ensure that these amounts are clearly noted.
7. In the required signature section, review the acknowledgment statement carefully. By signing, you confirm that you understand the terms and agree to the deductions. Ensure you date your signature accurately.
8. Once you have completed all sections, review your entries for accuracy. You may then save changes, download a copy, or print the form for your records.

Complete your salary reduction agreement form online to manage your payroll elections efficiently.