Generic 401K Enrollment Form PDF Details

Navigating through the maze of retirement planning, the Generic 401K Enrollment Form serves as a critical first step for employees wishing to secure their financial future through workplace retirement savings. This comprehensive form not only captures essential personal information such as name, contact details, and employment information but also delves into the specifics of retirement plan enrollment and investment preferences. Employees are presented with choices between receiving electronic or paper statements, making pre-tax or after-tax contributions, and the option to not participate at all. Importantly, the form facilitates the strategic allocation of salary deferrals into diverse investment options ranging from managed target-risk portfolios to self-directed accounts, allowing for tailored investment strategies. This flexibility empowers individuals to take charge of their retirement savings, guided by the form's structured approach to selecting investor profiles and allocating contributions across a wide array of funds. Additionally, the form provides for the special circumstance of transferring funds from previous retirement plans, ensuring a seamless transition. With a clear emphasis on informed decision-making and personalization, the form encapsulates the multifaceted process of retirement savings and investment within the framework of a 401(k) plan.

QuestionAnswer
Form NameGeneric 401K Enrollment Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names401k contribution form template, northern california carpenters 401k, 401k walmart, form 401 k printable

Form Preview Example

Enrollment & Investment Update Form

First Name

 

MI

 

Last Name

 

 

Employer Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

Day Phone

 

Social Security No.

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

 

Zip Code

 

 

 

Email

 

 

I would like to receive ELECTRONIC statements from Perfect401(k)

 

 

 

 

 

 

 

 

 

Date of Hire

 

Date of Birth

 

 

 

 

 

 

 

 

 

I would like to receive PAPER statements from Perfect401(k)

Select One

Enroll in 401(k) Retirement Plan.

Update/ Change My Investment Elections.

 

 

(1) Option:

I DO NOT Want to Participate in

Transfer Funds from Prior 401(k) or IRA only.

 

 

the 401(k) Plan at this time.

(Attach Completed Rollover Valet™ form)

STEP 1: SALARY DEFERRAL AMOUNT

Traditional (pre-tax):

I elect to withhold

%

or

$

 

of compensation per pay period on a Pre-Tax Basis

Roth (after-tax):

I elect to withhold

 

or

$

 

of compensation per pay period on an After-Tax Basis

 

%

 

 

 

 

 

 

 

 

 

Catch Up

Contributions: If you will be 50 years old as of the last day of the year, you are entitled to make additional “Catch-Up” Contributions.

STEP 2: SELECT ONE INVESTOR PROFILE OPTION BELOW (A, B or C)

☐Investor Profile (A) PRO Account – Perfect401(k)’s Managed Target-Risk Portfolio

Select ONE ‘PRO Account’ from the three options below and then proceed to Step 3.

☐ Conservative Portfolio

☐ Moderate Portfolio

☐ Aggressive Portfolio

☐Investor Profile (B) Customized Core Funds Portfolio

Enter a percentage next to each desired fund; contributions will be invested accordingly. Selection must equal 100%.

(DFREX) DFA Real Estate Sec Portfolio Fund

 

%

(VFAIX) Vanguard Financials Index Fund

 

%

(SWISX) Schwab International Index Fund

 

 

%

(OGMIX) Oppenheimer Gold & Precious Minerals

 

%

(SWPPX) Schwab S&P 500 Index Fund

 

%

(VHCIX) Vanguard Healthcare Index Fund

 

%

(SWRSX) Schwab Treasury Inflation-Protected Bond Index

%

(VIMAX) Vanguard Mid-Cap Index Fund

%

 

 

 

 

 

 

 

(SWSSX) Schwab Small-Cap Index Fund

 

%

(VITAX) Vanguard Info Tech Index Fund

 

%

(SWTSX) Schwab Total Stock Market Index Fund

 

%

(VMIAX) Vanguard Materials Index Fund

 

%

(TILVX) TIAA-CREF Large-Cap Value Index Fund

%

(VSCSX) Vanguard Short-Term Bond Index Fund

%

 

 

 

 

 

 

 

(TILIX) TIAA-CREF Large-Cap Growth Index Fund

 

%

(VTWSX) Vanguard Total World Stock Index Fund

 

%

(VBIAX) Vanguard Balanced Index Fund

 

%

(VWEAX) Vanguard High-Yield Corp Bond Fund

 

%

(VEMAX) Vanguard Emerging Markets Stock Index Fund

 

%

(WFBIX) Blackrock US Total Bond Index Fund

 

%

 

 

 

 

 

(SBS) Schwab Bank Savings Acct (Money Mkt Equiv)

 

%

☐Investor Profile (C) Participant Self-Directed "Brokerage-Window" Account

Open your own ‘Brokerage-Window’ account at Schwab granting you total discretion over all investment elections, asset allocation and trade execution. Wellington will not execute any trades on your behalf. To open a Participant Choice Retirement Account ("PCRA"), login to your account online at www.perfect401k.com/user-central. The account opening wizard will guide you through the setup process. Please contact Wellington or your employer for further details.

For more information about any of the above investments, please go to an appropriate financial website (Ex: Yahoo® Finance).

STEP 3: SIGN & DATE

As a participant, I hereby authorize payroll deductions from my compensation as indicated in Step 1 to be contributed by my employer to the Plan as a salary deferral contribution for my account. I have indicated my investment elections in Step 2. I hereby authorize that any company contributions made on my behalf and any contributions made pursuant to a salary deferral agreement or other sources under the Plan be invested according to my investment elections above. I further understand that the Target-Risk Portfolios in Investor Profile (A) are actively managed by Wellington Consulting Services, Inc. (WCS) and are subject to change at any time without notice. Similarly, Plan ‘Core’ investment options may be changed without notice, and may require WCS to “map” old investments to new ones. Participants electing Self-Directed Brokerage Accounts will be required

to maintain a minimum of 2% in the Plan’s Core Money Market Fund. Investments in mutual funds are not FDIC insured and may lose value.

Signature:Date:

EMPLOYEES - Submit completed form(s) to your Employer | EMPLOYERS - Submit form(s) to Everington

Questions? Ask your employer or contact Perfect401(k) directly by phone at (877) 836-1993 or by email at info@perfect401k.com

V02202019Pk-MG

How to Edit Generic 401K Enrollment Form Online for Free

It is possible to prepare the 401k change form form using this PDF editor. These actions will help you immediately create your document.

Step 1: The first step will be to click the orange "Get Form Now" button.

Step 2: You're now ready to update 401k change form. You possess a wide range of options thanks to our multifunctional toolbar - you can add, remove, or change the content, highlight the selected areas, as well as conduct similar commands.

You should provide the following details to fill out the 401k change form PDF:

entering details in 401k contribution change form template stage 1

Write down the information in Investor Profile A PRO Account, Conservative Portfolio, Moderate Portfolio, Aggressive Portfolio, Investor Profile B Customized, Enter a percentage next to each, DFREX DFA Real Estate Sec, SWISX Schwab International Index, SWPPX Schwab SP Index Fund, SWRSX Schwab Treasury, SWSSX Schwab SmallCap Index Fund, SWTSX Schwab Total Stock Market, VFAIX Vanguard Financials Index, OGMIX Oppenheimer Gold Precious, and VHCIX Vanguard Healthcare Index.

401k contribution change form template Investor Profile A PRO Account, Conservative Portfolio, Moderate Portfolio, Aggressive Portfolio, Investor Profile B Customized, Enter a percentage next to each, DFREX DFA Real Estate Sec, SWISX Schwab International Index, SWPPX Schwab SP Index Fund, SWRSX Schwab Treasury, SWSSX Schwab SmallCap Index Fund, SWTSX Schwab Total Stock Market, VFAIX Vanguard Financials Index, OGMIX Oppenheimer Gold Precious, and VHCIX Vanguard Healthcare Index fields to insert

In the field dealing with TILVX TIAACREF LargeCap Value, TILIX TIAACREF LargeCap Growth, VBIAX Vanguard Balanced Index Fund, VEMAX Vanguard Emerging Markets, VSCSX Vanguard ShortTerm Bond, VTWSX Vanguard Total World Stock, VWEAX Vanguard HighYield Corp Bond, WFBIX Blackrock US Total Bond, and SBS Schwab Bank Savings Acct Money, you need to put down some vital particulars.

part 3 to entering details in 401k contribution change form template

The Investor Profile C Participant, Open your own BrokerageWindow, For more information about any of, STEP SIGN DATE, and As a participant I hereby segment allows you to indicate the rights and responsibilities of both parties.

step 4 to finishing 401k contribution change form template

End by reading these fields and filling out the appropriate particulars: Signature, Date, EMPLOYEES Submit completed forms, and EMPLOYERS Submit forms to.

stage 5 to completing 401k contribution change form template

Step 3: Click the "Done" button. At that moment, you can transfer your PDF file - download it to your electronic device or deliver it by means of email.

Step 4: In order to avoid probable forthcoming risks, ensure that you get at least two copies of any file.

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