4845822929 2026

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The document is an enrollment/change form for the Vanguard 403(b)(7) Custodial Account, specifically for Skidmore College employees. It includes sections for personal information, contribution elections, beneficiary designations, and details about the Qualified Pre-Retirement Survivor Annuity (QPSA). Employees can choose how to invest their contributions through various Vanguard Target Retirement Funds or create a custom portfolio. The document also outlines the process for waiving QPSA benefits and the implications of such waivers for spouses.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Personal Information section. Ensure you print clearly in black ink, providing your Social Security number, name, address, date of birth, and marital status.
Select your investment option under 'Investment of Contributions.' Choose one from the provided Vanguard Target Retirement Funds or create your own portfolio by specifying individual funds and their allocation percentages.
Complete the Beneficiary Designations section. List primary and contingent beneficiaries, ensuring that the total percentage equals 100%. Include their Social Security numbers and dates of birth.
If applicable, complete the Qualified Pre-Retirement Survivor Annuity section. Ensure your spouse's consent is witnessed by a notary public.
Finally, sign and date the application at the bottom before submitting it to the Benefits Office.

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