Louisiana Public Employees Deferred Compensation Plan Template - Salary Deferral Agreement Irc Section 457

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S A L A R Y D E F E R R A L A G R E E M E N T I R C S E C T I O N 4 5 7
L o u i s i a n a P u b l i c E m p l o y e e s D e f e r r e d C o m p e n s a t i o n P l a n
FAX: 225-926-4447
Baton Rouge, LA 70808 TELEPHONE: 800-937-7604
EMPLOYER /AGENCY NAME
EMPLOYER ADDRESS/LOCATION
PLAN #/ DEPT#
98228-01
_ _ _
_ _ _
_ _ _ _
(
)
-
/
Office telephone
EMPLOYEE NAME & ADDRESS:
SOCIAL SECURITY #:
______________________________ __________________________
____
__ __ __ - __ __ - __ __ __ __
Last Name
First Name
MI
ANNUAL
_____________________________________________________________________
SALARY: $
Address – Street & Number
__________________________________ / ___________ / ___________________
_ _ _
_ _ _
_ _ _ _
(
)
-
Home #
City
State
Zip Code
_ _ _
Cell #
(
) _ _ _ - _ _ _ _
________________________________________
*EMAIL ADDRESS:
PAY PERIODS:  WEEKLY  BI-WEEKLY  SEMI-MONTHLY  MONTHLY
SELECT ONE OF THE FOLLOWING:
 New Enrollment
 Increase Contributions
 One Time Annual Leave/Lump-Sum Pay
 Single Payroll Deferral
 Restart Contributions
 Decrease Contributions
 Stop Contributions
 Change of Deferral Type only (before-tax/after-tax)
CONTRIBUTION ELECTION:
2016 ANNUAL LIMIT: $18,000 or 2016 AGE 50+ LIMIT: $24,000
PARTICIPANTS ARE RESPONSIBLE FOR MONITORING THEIR CONTRIBUTIONS AND LIMITS
“BEFORE-TAX CONTRIBUTIONS”
Amount $__________OR__________% per pay period
I hereby authorize and direct my Employer to deduct from my GROSS salary.
ROTH “AFTER-TAX CONTRIBUTIONS”
Amount $ __________OR__________% per pay period
I hereby authorize and direct my Employer to deduct from my NET salary.
NOTE: If selecting both Before-Tax AND Roth After-Tax contributions per paycheck, you must select an amount or a percentage. A
percentage cannot be selected for one and an amount for the other.
 LEAVE PAY/LUMP-SUM PAY:
I wish to direct all of my first 300 hours of leave pay (if available) from my last paycheck not to
exceed the annual contribution limit.*
Final paycheck date: _________________ (Form must be received the month prior to your
OR
final paycheck date.)
 LEAVE PAY/LUMP-SUM PAY:
I wish to direct $_________________ of leave pay from my last paycheck not to exceed the
annual contribution limit.
Final paycheck date: __________________ (Form must be received the month prior to your final paycheck
date.)
*Please include your email address so that we may confirm your final calculation.
PAYCHECK EFFECTIVE DATE: *OSUP paid employees’ contributions will take effect 2 full paychecks after the completed
paperwork is received in good order; all others take effect the MONTH after completed paperwork is received in good order.
To elect a future paycheck date other than the default:
_______________, ______________, 20__________
Mo
Day
Year
SPECIAL CATCH-UP FORMS: Contact the Baton Rouge office.
REQUIRED SIGNATURES: I have reviewed, understand, and agree to the provisions as stated on the reverse side of this form. I
understand and agree to monitor my contributions and annual limits to avoid over deferring.
___________________________________________
______________________________________________
Participant Signature
Date
___________________________________________
______________________________________________
Authorized Commission Signature
Date
For agencies with matching contributions. (There is no match for State Agencies)
EE Contribution $___________________ + Employer Contribution $____________________= Total $_______________________
IRC 457 Salary Deferral Agreement G738A (rev. November 2015)

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