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Governmental 457(b) Application for Catch-Up The State ... - FASCore 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the Participant Information section. Enter your last name, first name, middle initial, address, social security number, email address, city, state, zip code, home phone, work phone, and date of birth.
- In the Catch-Up Election section, choose either Age 50 Catch-Up or Special §457 Catch-Up. Ensure you understand the eligibility requirements for each option before making your selection.
- If you select Age 50 Catch-Up, specify the annual amount you wish to elect (up to $5,500). If opting for Special §457 Catch-Up, designate your Normal Retirement Age (NRA) year and calculate your underutilized amounts using the provided worksheet.
- Complete the Calculation of Amount Deducted Each Payroll Period section by dividing your elected annual amount by the remaining pay periods.
- Sign and date the form in the Required Signature(s) and Date section. Ensure all information is accurate before submission.
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| Versions | Form popularity | Fillable & printable |
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| 2009 | 4.8 Satisfied (51 Votes) |
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Jun 16, 2017 The employer contribution is an incentive for employees to save more for retirement by making contributions to the 457 Plan. The investmentRead more
Apr 1, 2016 Catch-up Elective Deferrals. Employees who are age 50 or older are allowed to make additional catch-up contributions determined annually byRead more