I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Effective date: Next Available Pay Date Future Pay Date Investment Provider: Dollar Amount Empower )%& 457(b) $ Total Deduction Per Paycheck $ 3. Financial Advisor/Agent Information Financial Advisor/Agent Name Financial Advisor/Agent Phone Number OK to contact my agent on my behalf Financial Advisor/Agent Email Address
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or c hange contributions Complete the section below only if you have selected to begin or change contributions Deduct $ per paycheck and send Deduct $ per paycheck and send □ All or □ %* to AXA Advisors □ All or □ %* to AXA Advisors □ All or □ %* to Lincoln Investment Planning □ All or □ %* to Lincoln Investment Planning □ All or □ %* to MetLife □ All or □ %* to MetLife □ All or □ %* to TIAA □ All or □ %* to TIAA □ All or □ %* to VALIC □ All or □ %* to VALIC *IMPORANT: All changes to the 457(b) plan must be received by the end of the month prior to the requested effective date. (Treasury Regulation § 1.457-4(b)) (Ex: Any changes for any June checks must be received by the end of May)
I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Effective date: Next Available Pay Date Future Pay Date Investment Provider: Dollar Amount SchoolsFirst FCU 457(b) DCP Share Certificate: Membership Number Term (12, 36, 60) $ 0.00 Nationwide Retirement Builder Plan (RBP) 457(b) $ _0.00 _ Other District Specific 457(b) $ _ Total Deduction Per Paycheck $ _ 3. Financial Advisor/Agent Information XXXXXXX XXXXX FINANCIAL 000-000-0000 Financial Advisor/Agent Name XXXXXX@XXXXXXXXX.XXX Financial Advisor/Agent Phone Number OK to contact my agent on my behalf Financial Advisor/Agent Email Address
I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Effective date: Next Available Pay Date Future Pay Date Investment Provider: Dollar Amount Empower / FBC 457(b) $ Total Deduction Per Paycheck $
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ A mounts and/or □ Company(ies) □ STOP contributions Xxxx 403(b) (After-Tax)
I WANT TO. □ BEGIN contributions □ CHANGE contribution □Amountsand/or□Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or change contributions Complete the section below only if you have selected to beginor Deduct $ total per paycheck Deduct $ total per paycheck □ All or □ %* to AIG Retirement Services □ All or □ %* to AIG Retirement Services □ All or □ %* to Equitable Advisors □ All or □ %* to Equitable Advisors
I WANT TO. BEGIN Contribution(s) CHANGE Future Contribution(s) CANCEL All Contributions Effective date: Next Available Pay Date Future Pay Date Investment Provider: Dollar Amount SchoolsFirst FCU 457(b) DCP Share Certificate: Membership Number Term (12, 36, 60) $ Nationwide Retirement Builder Plan (RBP) 457(b) $ _ Other District Specific 457(b) $ _ Total Deduction Per Paycheck $ _
I WANT TO. □ BEGIN contributions □ CHANGE contribution □ Amounts and/or □ Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or c hange contributions Deduct $ per paycheck and send Complete the section below only if you have selected to begin or change contributions Deduct $ per paycheck and send □ All or □ %* to AXA Advisors □ All or □ %* to AXA Advisors □ All or □ %* to Lincoln Investment Planning □ All or □ %* to Lincoln Investment Planning □ All or □ %* to MetLife □ All or □ %* to MetLife □ All or □ %* to TIAA □ All or □ %* to TIAA □ All or □ %* to VALIC □ All or □ %* to VALIC FOR SDP USE ONLY
I WANT TO. Begin Contribution(s) Change Future Contribution(s) Cancel All Contributions Investment Provider: SchoolsFirst FCU 457(b) DCP Share Certificate: Membership Number Term (12, 36, 60) Nationwide Retirement Builder Plan (RBP) 457(b) Dollar Amount $ $ Other District Specific 457(b) $ Total Deduction Per Paycheck $ Effective date: Next Available Pay Date Future Pay Date
I WANT TO. □ BEGIN contributions □ CHANGE contribution □Amountsand/or□Company(ies) □ STOP contributions Complete the section below only if you have selected to begin or change contributions Complete the section below only if you have selected to beginor
