401k election form: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to edit Traditional 401(k) and Roth401(k) Enrollment/Election Form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our comprehensive and intuitive PDF editor is straightforward. Adhere to the instructions below to complete Traditional 401(k) and Roth401(k) Enrollment/Election Form online quickly and easily:

Log in to your account. Log in with your credentials or create a free account to try the service before choosing the subscription.
Upload a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Traditional 401(k) and Roth401(k) Enrollment/Election Form. Effortlessly add and highlight text, insert images, checkmarks, and symbols, drop new fillable areas, and rearrange or remove pages from your paperwork.
Get the Traditional 401(k) and Roth401(k) Enrollment/Election Form completed. Download your adjusted document, export it to the cloud, print it from the editor, or share it with other people via a Shareable link or as an email attachment.

Benefit from DocHub, the most straightforward editor to quickly handle your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

What is a 401 K election?

Key Takeaways. An elective-deferral contribution is a portion of an employee's salary that's withheld and transferred into a retirement plan such as a 401(k). Elective deferrals can be made on a pre-tax or after-tax basis if an employer allows.

Is 401k Auto Enrollment legal?

Is 401k auto-enrollment legal? Yes, automatic enrollment in a 401k plan is legal since employees have the option of either opting out entirely from their employer's plan or else modifying their level of contribution.

What is the primary purpose of a 401 K plan?

401(k) Plans A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts. Elective salary deferrals are excluded from the employee's taxable income (except for designated Roth deferrals). Employers can contribute to employees' accounts.

What should my 401k election be?

Most financial planning studies suggest that the ideal contribution percentage to save for retirement is between 15% and 20% of gross income.

What is 401k auto enrollment?

A basic automatic enrollment 401(k) plan must state that employees will be automatically enrolled in the plan unless they elect otherwise and must specify the percentage of an employee's wages that will be automatically deducted from each paycheck for contribution to the plan.

Related forms

be ready to get more