Traditional 401(k) and Roth401(k) Enrollment/Election Form 2026

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The document is an enrollment form for employees to participate in Traditional 401(k) and Roth 401(k) plans. It requires personal information, contribution elections, and acknowledges understanding of plan characteristics and responsibilities regarding contributions. Employees must complete the form accurately and return it to the Plan Sponsor.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal information. Enter your Social Security Number, Name (Last, First, MI), Address (Street, Apt#/PO Box, City, State, ZIP Code), Date of Birth, Date of Hire, Sex (M or F), and Marital Status clearly.
Next, complete your contribution elections. For the Traditional 401(k), specify the percentage or dollar amount you wish to contribute per pay period. Repeat this for the Roth 401(k). Remember that contributions can be split between both types.
Review the plan characteristics for both options to ensure you understand the implications of your choices regarding pre-tax and after-tax contributions.
Finally, sign and date the form at the bottom before returning it to your Plan Sponsor. Ensure all sections are completed accurately.

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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.

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