I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Investment Provider: Dollar Amount
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions
I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Effective date: Next Available Pay Date Future Pay Date Empower )%& 457(b) $ Total Deduction Per Paycheck $ 3. Financial Advisor/Agent Information Financial Advisor/Agent Name Financial Advisor/Agent Phone Number OK to contact my agent on my behalf Financial Advisor/Agent Email Address
I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Investment Provider: Dollar Amount Total Deduction Per Paycheck $
I WANT TO. Begin Contribution(s) Change Future Contribution(s) Cancel All Contributions SchoolsFirst FCU 457(b) DCP Share Certificate: Membership Number Nationwide Retirement Builder Plan (RBP) 457(b) $ $ Other District Specific 457(b) $ Effective date: Next Available Pay Date Future Pay Date
I WANT TO elect a dollar amount for my catch-up contribution on either a pre-tax basis, after-tax Xxxx basis or a combination of both. I understand that my contributions will be deducted in equal semi-monthly or bi-weekly amounts over the course of the year or the remaining pay periods
(c) cease to be in an eligible class, (d) receive a hardship distribution, or (e) give written notice to the University to stop my salary reduction contribution to the plan, whichever event occurs first, and that my contribution to the plan will cease with respect to any compensation payable to me after such date. I understand that in order to make contributions after I have terminated by agreement, I must enter into a new salary reduction agreement.
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or c hange contributions Complete the section below only if you have selected to begin or change contributions Deduct $ per paycheck and send Deduct $ per paycheck and send □ All or □ %* to AXA Advisors □ All or □ %* to AXA Advisors □ All or □ %* to Lincoln Investment Planning □ All or □ %* to Lincoln Investment Planning □ All or □ %* to MetLife □ All or □ %* to MetLife □ All or □ %* to TIAA □ All or □ %* to TIAA □ All or □ %* to VALIC □ All or □ %* to VALIC *IMPORANT: All changes to the 457(b) plan must be received by the end of the month prior to the requested effective date. (Treasury Regulation § 1.457-4(b)) (Ex: Any changes for any June checks must be received by the end of May)
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or change contributions Deduct $ per paycheck and send Xxxx 403(b) (After-Tax) I WANT TO: □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or change contributions Deduct $ per paycheck and send
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Xxxx 457(b) (After-Tax) I WANT TO: □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin orchange contributions Complete the section below only if you have selected to begin or Deduct $ total per paycheck Deduct $ total per paycheck □ All or □ %* to AXA Advisors □ All or □ %* to AXA Advisors □ All or □ %* to Lincoln Investment Planning □ All or □ %* to Lincoln Investment Planning □ All or □ %* to VALIC □ All or □ %* to VALIC checks must be received by the end of May)
I WANT TO. □ BEGIN contributions □ CHANGE contribution □Amountsand/or□Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or change contributions Complete the section below only if you have selected to beginor
