Completing the Participant Action Form

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

Download the Participant Action Form (PDF)

REQUESTED ACTION

• Choose the appropriate action in the top left hand box.

TOP RIGHT SECTION

• Select the customized options in the right hand box if you are transferring funds, deferring funds from a special supplemental payroll or taking advantage of the catch-up provision.

Section 1 – PERSONAL INFORMATION

• Enter all of your personal information in the fields provided (use name exactly as reported to your payroll office).

Section 2 – PAYCYCLE/DEFERRAL INFORMATION

• Check how often you’re paid along with giving your annual salary amount and other payroll questions.
• Fill in when you want to start the deferrals now and in the future and the amount or percentage you want taken out of your salary.

Section 3 – BENEFICIARY DESIGNATION

• Fill in your primary and contingent beneficiaries’ information and the percent you would like each to receive (remember the total must add up to 100%).

Signature

• Sign and date the form.

Get the help you need

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