18664398602 2026

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34 votes

The document is an enrollment form for the North Carolina 401(k) Plan, requiring personal information from the participant, including employer details, contribution preferences, investment allocations, and beneficiary designations. It outlines instructions for completing the form and emphasizes the importance of accuracy to ensure proper processing of retirement contributions.

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Click ‘Get Form’ to open the 18664398602 in the editor.
Begin by filling out the 'About You' section. Enter your plan number, employer name, department, and indicate if you have changed employers recently.
Provide your personal details including your date of hire, Social Security number, first and last name, address, date of birth, gender, and daytime telephone number.
In the 'Contribution Information' section, specify your contribution amount either as a dollar amount or percentage for both Before-Tax and Roth After-Tax contributions.
Select your investment allocation by completing either Part I (GoalMaker with Automatic Age Adjustment), Part II (without Automatic Age Adjustment), or Part III (design your own allocation). Ensure that the total percentages equal 100%.
Designate your beneficiaries in the appropriate sections. Provide their full legal names, addresses, Social Security numbers, dates of birth, relationships to you, and the percentage they will receive.
Finally, review all information for accuracy before signing and dating the form to complete your 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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