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Fill and Sign the Enrollment and Salary Deferral Agreement Form

Fill and Sign the Enrollment and Salary Deferral Agreement Form

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Open the document and fill out all its fields.
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_________________________________ (Insert Name of Plan Here) Enrollment and Salary Deferral Agreement Participant’s Name : Date : ___________ Address : Date of Birth : _____________ Date of Hire : ______ Social Security Number: Daytime Phone Number__________________ E-Mail Address____________________ [ ] I hereby elect to become a Participant in the 401(k) Plan on _________________ (date). As a Participant, I hereby authorize the Employer to deduct ____% of my Compensation or a flat dollar amount of $___________ (per payroll period), which I understand will be contributed by the Employer to the Plan for allocation to my account on a pre-tax 401(k) basis. As a Participant, I hereby authorize the Employer to deduct _____________% of my Compensation or a flat dollar amount of $___________ (per payroll period), which I understand will be contributed by the Employer to the Plan for allocation to my account on an after-tax Roth 401(k) basis. The total combined contributions may not exceed the Code Section 402(g) $15,500 limit, as indexed plus catch-up contributions if I am 50 or older. The Employer may also limit the maximum combined percentage limit of regular 401(k) and Roth 401(k) contributions. [ ] Catch-Up Election As a Participant, I certify that I am eligible ( i.e. I will be age 50 or older by the end of the calendar year) to make Catch-up Contributions to the Plan. I hereby authorize the Employer to deduct an additional _____% or a flat dollar amount of $____________, of my Compensation which I understand will be contributed by the Employer to the Plan for allocation to my account on a pre-tax 401(k) basis. I also understand that this amount may not be deemed a Catch-up Contribution until the last day of the Plan Year and may be disallowed in which case the disallowed contribution will be returned to me and become taxable income (unless the Plan permits Voluntary After-tax Contributions). As a Participant, I certify that I am eligible ( i.e. I will be age 50 or older by the end of the calendar year) to make Catch-up Contributions to the Plan. I hereby authorize the Employer to deduct an additional _____% or a flat dollar amount of $___________, of my Compensation which I understand will be contributed by the Employer to the Plan for allocation to my account on an after-tax Roth 401(k) basis. I also understand that this amount may not be deemed a Catch-up Contribution until the last day of the Plan Year and may be disallowed in which case it will be returned to me. [ ] I do not wish to make contributions to the Plan at this time. I understand that the elections I have made above will remain in effect, until I notify the Employer otherwise. Investment Direction (If Individual Directed Accounts are Permitted) If individual investments are permitted, you must complete a separate investment direction form as provided by the Investment Firm. You may also manage your account on line. Please set this up once deferrals have begun. Your deferral election/change will begin as of the next payroll period or as soon as administratively possible: Please provide updated address information immediately if this information changes. ______________________________________ Participant’s Signature Date: __________________ Received by Plan Administrator: _______________ Date: _________________

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Follow these comprehensive instructions:

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  2. Click +Create to upload a file from your device, cloud storage, or our template collection.
  3. Open your ‘Enrollment And Salary Deferral Agreement’ in the editor.
  4. Click Me (Fill Out Now) to fill out the form on your end.
  5. Add and designate fillable fields for others (if needed).
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The best way to complete and sign your enrollment and salary deferral agreement form

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How to complete and sign forms online

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Follow the step-by-step guidelines to eSign your enrollment and salary deferral agreement form template online:

  • 1.Sign up for a free trial with airSlate SignNow or log in to your account with password credentials or SSO authentication.
  • 2.Click Upload or Create and add a file for eSigning from your device, the cloud, or our form library.
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  • 4.Place the My Signature field where you need to approve your sample. Provide your name, draw, or import an image of your handwritten signature.
  • 5.Click Save and Close to accomplish modifying your completed document.

After your enrollment and salary deferral agreement form template is ready, download it to your device, save it to the cloud, or invite other people to electronically sign it. With airSlate SignNow, the eSigning process only requires several clicks. Use our robust eSignature tool wherever you are to deal with your paperwork efficiently!

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Follow the step-by-step guidelines to eSign your enrollment and salary deferral agreement form template in Google Chrome:

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  • 3.Log in to your account using your password or Google/Facebook sign-in buttons. If you don’t have one, you can start a free trial.
  • 4.Use the Edit & Sign toolbar on the left to complete your template, then drag and drop the My Signature option.
  • 5.Insert a photo of your handwritten signature, draw it, or simply enter your full name to eSign.
  • 6.Make sure all information is correct and click Save and Close to finish editing your form.

Now, you can save your enrollment and salary deferral agreement form sample to your device or cloud storage, send the copy to other people, or invite them to electronically sign your document via an email request or a protected Signing Link. The airSlate SignNow extension for Google Chrome improves your document workflows with minimum time and effort. Start using airSlate SignNow today!

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How to fill out and sign forms in Gmail

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  • 2.Install the tool with a related button and grant the tool access to your Google account.
  • 3.Open an email with an attached file that needs signing and use the S sign on the right sidebar to launch the add-on.
  • 4.Log in to your airSlate SignNow account. Choose Send to Sign to forward the document to other people for approval or click Upload to open it in the editor.
  • 5.Put the My Signature option where you need to eSign: type, draw, or upload your signature.

This eSigning process saves time and only takes a few clicks. Utilize the airSlate SignNow add-on for Gmail to adjust your enrollment and salary deferral agreement form with fillable fields, sign forms legally, and invite other people to eSign them al without leaving your inbox. Boost your signature workflows now!

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How to fill out and sign paperwork in a mobile browser

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  • 2.Create an account with a free trial or log in with your password credentials or SSO option.
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  • 4.Open the form and complete the empty fields with tools from Edit & Sign menu on the left.
  • 5.Place the My Signature field to the form, then type in your name, draw, or add your signature.

In a few simple clicks, your enrollment and salary deferral agreement form is completed from wherever you are. As soon as you're finished editing, you can save the document on your device, generate a reusable template for it, email it to other people, or invite them eSign it. Make your documents on the go prompt and productive with airSlate SignNow!

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How to fill out and sign documents on iOS

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Follow the step-by-step guide to eSign your enrollment and salary deferral agreement form on iOS devices:

  • 1.Open the App Store, find the airSlate SignNow app by airSlate, and set it up on your device.
  • 2.Launch the application, tap Create to add a form, and select Myself.
  • 3.Select Signature at the bottom toolbar and simply draw your signature with a finger or stylus to eSign the sample.
  • 4.Tap Done -> Save after signing the sample.
  • 5.Tap Save or take advantage of the Make Template option to re-use this document later on.

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How to complete and sign forms on Android

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Follow the step-by-step guide to eSign your enrollment and salary deferral agreement form on Android:

  • 1.Navigate to Google Play, find the airSlate SignNow application from airSlate, and install it on your device.
  • 2.Sign in to your account or register it with a free trial, then add a file with a ➕ button on the bottom of you screen.
  • 3.Tap on the uploaded document and choose Open in Editor from the dropdown menu.
  • 4.Tap on Tools tab -> Signature, then draw or type your name to electronically sign the form. Fill out blank fields with other tools on the bottom if required.
  • 5.Use the ✔ button, then tap on the Save option to finish editing.

With a user-friendly interface and total compliance with main eSignature laws and regulations, the airSlate SignNow app is the best tool for signing your enrollment and salary deferral agreement form. It even works offline and updates all record adjustments once your internet connection is restored and the tool is synced. Complete and eSign documents, send them for eSigning, and make multi-usable templates whenever you need and from anyplace with airSlate SignNow.

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