Get Retirement Plan Enrollment Form - Human Resource Services
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How to fill out the Retirement Plan Enrollment Form - Human Resource Services online
Completing the Retirement Plan Enrollment Form is an important step in securing your financial future. This guide provides straightforward instructions to help you fill out the form accurately and efficiently, ensuring you make informed decisions about your retirement plan.
Follow the steps to successfully complete your enrollment form.
- Press the ‘Get Form’ button to access and open the Retirement Plan Enrollment Form for editing.
- Begin by entering your name in the designated area. Make sure to provide your full legal name as it appears on your identification documents.
- Enter your Social Security number in the appropriate field. Ensure that this information is accurate to avoid any issues with your retirement plan.
- Fill in your date of birth. This information is essential for determining your eligibility for various retirement options.
- Select your gender by checking the appropriate box. This ensures that all personal information is accurately recorded.
- Input your daytime phone number so that Human Resources can contact you if needed.
- Provide your mailing address in the specified field. This address will be used for all future correspondence regarding your retirement plan.
- Decide on your retirement plan election. You can choose between the Defined Contribution Plan (DCP) and the Public Employees' Retirement Association (PERA). Make sure to read the descriptions carefully before making your choice.
- If electing DCP, select your preferred investment company by checking the corresponding box (Fidelity Investments, TIAA-CREF, or VALIC). Remember to complete the investment company application process if needed.
- If you have a PERA account, indicate your choice regarding it. You must choose whether to terminate your membership in PERA or maintain your account.
- Review your selection carefully. Confirm that all the information provided is accurate and complete.
- Finally, sign and date the form in the designated areas to validate your election.
- After completing the form, save any changes made. You may download, print, or share the form as necessary.
Complete and submit your Retirement Plan Enrollment Form online to ensure your participation in your chosen retirement plan.
Yes, human resources is involved in employee termination processes. They manage all the formalities and legalities associated with ending employment, ensuring that benefits are properly addressed, including the Retirement Plan Enrollment Form - Human Resource Services if applicable. Working with HR can help clarify any outstanding issues related to your retirement benefits.
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