401k enrollment form 2025

Show details

4.8 out of 5

148 votes

The document is a Generic 401(k) Plan Enrollment/Change Form that allows employees to enroll in a 401(k) plan, change their contribution amounts, or discontinue contributions. It collects personal employee data and outlines the authorization for salary deferrals, investment elections, and withdrawal restrictions. The form emphasizes the importance of understanding the implications of contributions on taxable income and provides instructions for managing account statements.

Here's how it works

01. Edit your 401 k enrollment 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 401k enrollment form via email, link, or fax. You can also download it, export it or print it out.

How to change 401k enrollment form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your documentation requires only a few simple clicks. Make these fast steps to change the PDF 401k enrollment form online free of charge:

Sign up and log in to your account. Sign in to the editor using your credentials or click Create free account to evaluate the tool’s capabilities.
Add the 401k enrollment form for editing. Click the New Document button above, then drag and drop the document to the upload area, import it from the cloud, or via a link.
Adjust your file. Make any adjustments required: add text and photos to your 401k enrollment form, highlight important details, remove parts of content and substitute them with new ones, and insert icons, checkmarks, and fields for filling out.
Finish redacting the form. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super user-friendly and effective. Give it a try now!

See more 401k enrollment form versions

We've got more versions of the 401k enrollment form form. Select the right 401k enrollment form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2003	4.8 Satisfied (148 Votes)

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.

Is it mandatory to enroll in a 401k?

This new law mandates that employers automatically enroll new employees in their 401(k) retirement plans starting January 1, 2025. New hires will be automatically enrolled in the companys 401(k) plan unless they choose to opt out.

Should I receive a 1099-R for my 401k?

Yes, this is considered a distribution so you should report it. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan so follow up with your job if you did not receive one.

How do I get my 5329 form?

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website. Once you have the proper form, fill in your personal details including your name, address, and social security number.

Will I get a tax form for my 401k contributions?

The amounts deferred under your 401(k) plan are reported on your Form W-2, Wage and Tax Statement. Although elective deferrals are not treated as current income for federal income tax purposes, they are included as wages subject to Social Security (FICA), Medicare, and federal unemployment taxes (FUTA).

What is a 5500 form for a 401k?

The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.

401 k enrollment form purpose

401k enrollment form pdf 401k enrollment form purpose 401k enrollment form template Free 401k enrollment form 401k enrollment form 2021 How to open a 401k without an employer 401k benefits Direct deposit enrollment form purpose

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

Do I get a 1099 form for my 401k?

When you take a cash withdrawal from your 401(k) account, youll receive a form 1099-R which youll enter on your tax return.

Is there a form for 401k contributions?

Luckily, you typically dont need to report your 401(k) contributions, 401(k) or IRA balances, or even investment returns to the Internal Revenue Service (IRS). As a result, you might not receive any tax forms from Guideline or any other retirement providers.

401k enrollment form 2025

Here's how it works

How to change 401k enrollment form online

See more 401k enrollment form versions

Complete this form in 5 minutes or less

Got questions?

Is it mandatory to enroll in a 401k?

Should I receive a 1099-R for my 401k?

How do I get my 5329 form?

Will I get a tax form for my 401k contributions?

What is a 5500 form for a 401k?

Complete this form in 5 minutes or less

People also ask

Do I get a 1099 form for my 401k?

Is there a form for 401k contributions?

401k enrollment form purpose

Try more PDF tools