Completing the Savings Plus Enrollment Form
Here are some basic instructions to help you complete the enrollment form and begin investing for your retirement.
How to fill out the form
Section 1 - Participant Information
Enter all requested information in this section.
Section 2 - Enrollment Information
- Check the appropriate box in section A
- Check the appropriate box and fill out the appropriate amounts in section B
- Check the appropriate box in section C
- Check the box in section D to receive paper documents by mail
Section 3 - Beneficiary Designation
Enter all information requested regarding your primary and contingency designations.
Section 4 - Participant Certification
Check the applicable box and 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.