TAX DEFERRED SERVICES, INC
Document Sample


TAX DEFERRED SERVICES, INC.
457 DEFERRED COMPENSATION PLAN ENROLLMENT FORM
San Jose Unified School District
_____ Initial Enrollment _____ Dollar Change _____Beneficiary Change _____ Investment Change
=====================================================
Name of Participant ______________________________________ Soc. Sec. ________________________
Address ________________________________________________ Birthdate _______________________
City ________________________ State ____ ZIP _________ Hm. Phone ___________________________
Gross Mo. Salary _____________ Wk. Site ______________ Wk. Phone ___________________________
Effective with pay period beginning: Mo. _____ Year _____ 10 Pay _____ 12 Pay _____ Other _____
=====================================================
INVESTMENT OPTIONS
Tax Deferred Services – 457 $ __________________ per month
=====================================================
Primary Beneficiary:
NAME __________________________________ RELATIONSHIP ____________________ % ________
NAME __________________________________ RELATIONSHIP ____________________ % ________
Contingent Beneficiary:
NAME __________________________________ RELATIONSHIP ____________________ % ________
NAME __________________________________ RELATIONSHIP ____________________ % ________
I hereby agree to the terms of the Plan Agreement.
I hereby authorize my employer to deduct from my salary the amount specified above and to transmit the
deduction to the above designated company or companies. This authorization will continue in effect until I
submit a timely termination.
The employer and employee are the sole participants in the Plan.
_____________________________________________________________ Date _____________________
Employee’s Signature
_____________________________________________________________ Date _____________________
District Authorized Signature
________Jared Sowards_________________________________________ Phone___(408) 978-1000_____
Agent’s Name
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