401k plan form 2026

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The document is an enrollment form for the North Carolina 401(k) Plan, requiring personal information from the participant, including employment details, contribution preferences, investment allocation choices, beneficiary designations, and a trusted contact option. It outlines instructions for completing the form and emphasizes the importance of accurate information for processing enrollment.

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Click ‘Get Form’ to open the 401k plan form in the editor.
Begin by filling out the 'About You' section. Enter your employer's name, department, and whether you have changed employers recently. Provide your email address and date of hire.
Complete the 'Contribution Information' section by selecting your contribution type (Before-Tax or Roth After-Tax) and entering the amount or percentage you wish to contribute from your salary.
In the 'Investment Allocation' section, choose one of the three parts (I, II, or III) for your investment strategy. Ensure that you only fill out one part to avoid default investments.
Designate your beneficiaries in the 'Your Beneficiary Designation' section. Make sure that all percentages total 100% for both primary and secondary beneficiaries.
Finally, review all information for accuracy and provide your signature on the last page to complete the enrollment process.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (173 Votes)
2013	4 Satisfied (34 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does a 401k need to be reported on taxes?

Instead, the money is taken out of your paycheck, which lowers the income reported on you W-2. In the end, pretax 401(k) contributions have the same effect as a tax deduction, its just easier on you because you never have to report this money on your tax return.

Is there a 1099 form for a 401k?

Form 1099-R is an IRS tax form used to report income received from: Retirement plans, such as a 401(k) IRA. Pensions.

Is there a separate form for a 401k?

Formally known as IRS Form 5500, the 401k tax form is a mandatory report that provides the Internal Revenue Service with information about the 401ks financial status, operations, and compliance with government regulations.

What is a 5500 form for a 401k?

The employer maintaining the plan or the plan administrator of a pension or welfare benefit plan covered by the (Employee Retirement Income Security Act) ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.

What is a 401k plan document?

It Depends. 401k contributions are made pre-tax. As such, they are not included in your taxable income. However, if a person takes distributions from their 401k, then by law that income has to be reported on their tax return in order to ensure that the correct amount of taxes will be paid.

401k enrollment form pdf

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Is there a form for a 401k?

What is a 401(k) Tax Form? Formally known as IRS Form 5500, the 401k tax form is a mandatory report that provides the Internal Revenue Service with information about the 401ks financial status, operations, and compliance with government regulations.