Plan with ease salary reduction agreement 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Employee and Employer Information section. Enter your full name, Social Security Number, and address accurately.
3. Select whether this is an Initial Salary Reduction Agreement, a Change in Contribution Amount, or a Termination of Agreement by checking the appropriate box.
4. In the Salary Reduction Allocation Election section, specify the amount you wish to reduce from your salary each pay period and choose between pre-tax or after-tax contributions.
5. If applicable, complete the Investment Provider Allocation Election by indicating your chosen investment provider and ensuring that the allocation percentages total 100%.
6. Finally, review all entered information for accuracy before signing. Ensure both Employee and Employer signatures are included where required.

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