Participant Record/Contribution Change Form 2026

1. Click ‘Get Form’ to open the Participant Record/Contribution Change Form in the editor.
2. Begin with Section A, where you will input your Plan Information. Fill in the Plan ID, Plan Name, Plan Contact, and Daytime Phone Number accurately.
3. Move to Section B for Participant Information. Here, provide your legal name, address, Social Security Number (SSN), city, state, date of birth, date of hire, zip code, date of eligibility, and daytime phone number. Ensure that the legal address is correct as future mailings will be sent there.
4. In Section C for Contribution Change, specify your elective deferrals as a percentage of your compensation for each payroll period. If applicable, indicate Roth After-Tax Contributions and any discontinuation of contributions.
5. Proceed to Section D for Participant Authorization. Sign and date the form to authorize your employer to make the indicated contributions.
6. Finally, if required by your plan, ensure that Section E is completed by an authorized Plan Administrator who will sign and date the document.

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