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.