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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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