Completing the Enrollment Form

Here are some basic instructions to help you complete the enrollment form and begin investing for your retirement.

Download the enrollment form

Section I – DEFERRED AMOUNT

  • Enter the date, your name, your Social Security number and the dollar amount you’d like to contribute each pay period
  • Enter the date of your next pay day, and how frequently you are paid:
    • Biweekly = 26
    • Semi-monthly = 24
    • Monthly = 12

Section II – SPECIFICATION OF INVESTMENT ALTERNATIVES

  • Select your investment options by entering the percentage for each option you select. Be sure that the total adds up to 100%.
  • Enter your date of birth.

Section III – BENEFICIARY DESIGNATION

  • Enter your primary and contingent beneficiary information

Section IV – PLAN ADOPTION

  • Sign and date the form

Section V – AUTHORIZATION FOR PAYROLL DEDUCTION

  • Enter your name, Social Security number and the date of your next pay period.
  • If this is a new enrollment, select NEW AUTHORIZATION.
  • If this is a change to your current plan, select AMENDMENT.
  • If you would like to participate in one of the catch-up provisions, select the appropriate box, and enter the Catch Up Amount. Learn more about how catch up contributions may help you. You may contribute to only one catch-up provision per year.
  • Sign and date the form.

Get the help you need

If you need help filling out the form or understanding funding options, please call us.

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