401k PARTiciPAnT defeRRAl conTRibuTion chAnge 2026

1. Click ‘Get Form’ to open the 401(k) participant deferral contribution change document in the editor.
2. In the 'Plan Information' section, enter the name of your Employer’s Plan. This identifies which plan you are making changes to.
3. Next, move to the 'Participant Information' section. Fill in your Employee Name and provide your Social Security Number (SSN), as this is a required field.
4. In the 'Deferral Contribution Change' section, specify when you want the change to take effect by entering a date. Then, select your desired contribution type: Traditional (Pre-Tax), Post Tax, or Roth (After-Tax) and indicate the percentage of your compensation for each selected option.
5. If you are eligible for catch-up contributions (50 years or older), complete that section by entering the additional amount you wish to contribute each pay period.
6. Finally, sign and date the form in the 'Signature' section to validate your request before submitting it to your employer.

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