Get Fordham University Retirement Plan Salary Reduction Agreement 2013
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How to fill out the Fordham University Retirement Plan Salary Reduction Agreement online
Filling out the Fordham University Retirement Plan Salary Reduction Agreement is an essential step for users to establish their retirement contributions. This guide provides a clear and supportive walkthrough on how to complete the form efficiently and correctly online.
Follow the steps to successfully fill out the salary reduction agreement.
- Click ‘Get Form’ button to obtain the form and open it for editing.
- Enter your name in the designated field, ensuring it matches your identification documents.
- Provide your social security number. Enter it in the format of XXX-XX-XXXX. Make sure to double-check the accuracy.
- Fill in your Fordham University Identification Number (FID) in the appropriate section.
- Indicate your position title clearly in the provided space.
- Enter your date of birth and date of hire. Use the format MM/DD/YYYY.
- Complete your email address and contact phone number, ensuring they are current and valid.
- If you are a faculty or administrator, select your basic contribution of 5% by checking the corresponding box for the investment provider (TIAA-CREF, Fidelity Investments, or Prudential Financial).
- Indicate the university’s contribution by selecting one of the investment providers, checking only one box.
- For Local 805 maintenance employees, confirm your service and age eligibility to authorize university contributions by checking the boxes as applicable.
- For Local 805 maintenance employees with more than 5 years of service, indicate your contribution intention by selecting 'Yes' or 'No' for the 1.50% match.
- For Local 153 clerical employees, confirm your eligibility like above and select the investment provider.
- Sign the document in the provided space, ensuring your signature matches any previous documentation.
- Date your signature appropriately.
- Ensure you have included a completed enrollment form or have enrolled online with your selected investment provider, as required.
- Once all fields are filled, review your form for accuracy then save your changes, download, print, or share the completed form as necessary.
Complete your Fordham University Retirement Plan Salary Reduction Agreement online today.
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The type of salary reduction retirement plan that may only be offered by a not-for-profit tax-exempt employer is typically a 403(b) plan. In the case of the Fordham University Retirement Plan Salary Reduction Agreement, this allows eligible employees to contribute to a retirement plan uniquely designed for educational and other tax-exempt organizations. Such plans offer specific advantages in terms of contributions and tax benefits.