Deferred compensation agreement form 2026

1. Click ‘Get Form’ to open the deferred compensation agreement form in the editor.
2. Begin by filling out the 'Plan Information' section. Enter the plan name, contract number, and group number. Indicate whether this is for initial enrollment, reenrollment, or an information change.
3. In the 'Participant Information' section, provide your name, Social Security number, date of birth, and address including city, state, and ZIP code.
4. Specify your deferral amount in the 'Deferral Amount' section. Ensure that the beginning date is set for a month following your signature. Fill in either a dollar amount or a percentage of your annual salary.
5. Complete the 'Allocation Information' if reallocating existing investments or setting future deferrals. Use whole percentages and ensure totals equal 100%.
6. Designate beneficiaries in the 'Beneficiary Information' section. Provide names and relationships for primary and contingent beneficiaries as needed.
7. Finally, sign and date the form in the 'Signatures' section to confirm your selections.

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