Fillable 403b Plan Election Form 2018 Fill

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403b Plan Election Form 2018 Fill

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403(b) Plan Election Form
November 2017
For HR Office Use: Eligible for Catch Up IRS Limits verified in Colleague HR Recvd/Processed: ________
403(b) Election Form
Election Type:
Initial Enrollment
Change of Prior Election
Cancel Prior Election
Personal Information
__________________________
____________________
First Name
Employee ID #
403(b) Plan Election
Subject to the terms of the Plan, I elect to contribute each pay period the following amounts from my
eligible compensation to my retirement plan account under the Plan:
Pre-tax
$____________ or ___________% (gross base salary)
Note: You may split your contributions
between Pre-tax and Roth
Roth After-tax
$____________
Your combined annual Pre-tax and Roth After-tax contributions cannot exceed the IRS annual dollar limit
($18,500 for the 2018 calendar year).
Catch-up Contribution (For participants ages 50 or older)
You may make “catch up” contributions over and above the IRS annual dollar limit if you are age 50 or older
as of the last day of the calendar year. I elect to contribute each pay period the following amounts from my
eligible compensation to my retirement plan account under the Plan:
Pre-tax
$____________ or ___________% (gross base salary)
Note: You may split your catch-up
contributions between Pre-tax and Roth
Roth After-tax
$____________
Your combined annual Pre-tax and Roth Catch-Up contributions cannot exceed the IRS annual dollar limit
($6,000 for the 2018 calendar year).
Changes to 403(b) Plan Election
You may change or stop your 403(b) Plan election at any time by completing a new Election Form and
delivering the completed form to: Human Resources, MC 1100
I elect at this time not to contribute to the Plan.
Participant Authorization and Signature
I affirm that all information that I have provided is true and correct. I acknowledge that:
1. Until cancelled or superseded by me, my elections shall remain in effect.
2. It is my responsibility to comply with the IRS annual dollar limit and I may be responsible for any
costs, including taxes and penalties that I may incur as a result of excess contributions.
3. California Lutheran University, as the Plan Administrator, may take action as they deem necessary to
make sure that my participation in the Plan continues to comply with the terms of the Plan and the
applicable requirements of federal, state and local law.
4. I request that my 403(b) elections be made effective as of the first day of the payroll period beginning:
_________________ (enter proposed effective date). The completed form must be submitted no later than 2
weeks prior to the payroll period beginning date you wish to start this election. If you leave this blank, Cal
Lutheran will implement your elections as soon as administratively feasible.
5. Note: If you also contribute to a defined contribution plan (including a SEP or SIMPLE) maintained by
a sole proprietorship or business entity you own more than 50% of, you are required to notify CLU HR.
______________________________________________________
______________________
Employee Signature
Date
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403b Plan Election Form 2018 Fill

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Completed 19 February 2020

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