How to fill out 401k enrollment form 2026

1. Click ‘Get Form’ to open the 401k enrollment form in the editor.
2. Begin by filling out the 'Plan Information' section. Enter the Plan Number and Plan Name as required.
3. Next, move to 'Participant Information.' Fill in your First Name, Middle Initial, Last Name, Mailing Address, City, State, Day and Evening Telephone numbers, ZIP Code, and Social Security Number.
4. In the 'Employee Salary Reduction Contribution (SRC)' section, specify your new contribution amount. Choose between Pre-tax Contributions or Designated Roth Contributions and indicate either a percentage of pay or a dollar amount per pay period.
5. Review your selections carefully. Ensure you understand that contributions cannot be recharacterized later. If you choose not to contribute at this time, select that option.
6. Finally, sign and date the form in the 'Signature' section. Make sure to keep a copy for your records before submitting it to your employer.

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