Generic 401K Enrollment Form PDF Details

Almost every company offers their employees the option to enroll in a 401K plan. However, each company has their own unique way of doing things, which can make signing up for a 401K confusing. A generic 401K enrollment form can help simplify the process by providing a standard format that employees can use regardless of where they work. This form can also be used as a reference when filling out paperwork from other retirement plans. By using a generic form, employees can feel confident that they are completing all necessary steps to enroll in their chosen plan.

In the list, there's some good information in regards to the generic 401k enrollment form. It is advised that you read this info before you begin fiddling with the form.

QuestionAnswer
Form NameGeneric 401K Enrollment Form
Form Length2 pages
Fillable?Yes
Fillable fields49
Avg. time to fill out10 min 22 sec
Other names401k walmart, 401k election form, northern california carpenters 401k, 401k decline enrollment form

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

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