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- Click ‘Get Form’ to open the 401k enrollment form in the editor.
- Begin by filling out the 'Plan Information' section. Enter the Plan Number and Plan Name as required.
- 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.
- 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.
- 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.
- 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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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2012 | 4 Satisfied (38 Votes) |
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