401k enrollment form 2026

1. Click ‘Get Form’ to open the 401k enrollment form in the editor.
2. Indicate your action by selecting one of the options: New Enrollment, Contribution Change, Discontinue Contribution, or Re-Enrollment.
3. Fill in your Employee Data, including Last Name, First Name, Middle Name, Employee Number, Social Security Number, Address, City, State, Zip Code, Date of Hire, Date of Birth, and Marital Status.
4. Specify your contribution percentage as a before-tax contribution. Remember that this will affect your taxable compensation reported on Form W-2.
5. If you do not wish to make any salary deferral contributions at this time, select the appropriate option under Election Not to Defer.
6. Input your future Investment Elections. If no elections are provided, contributions will default to a money market fund.
7. Review the Authorization section carefully and provide your signature and date to finalize your enrollment.

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