Retirement And 401k Confederated Tribes Of Warm Springs

What is 401k Enrollment Form and Instructions on filling it out

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Retirement and 401(k) Plan for the Employees of
After completing, please return to:
the Confederated Tribes of the Warm Springs
Confederated Tribes of the Warm Springs
Reservation of Oregon
Reservation of Oregon - Governmental Employees
Comp & Benefits Department
PO Box “C”
E
W
NROLLMENT
ORKSHEET
Warm Springs, OR 97761
A. NAME AND ADDRESS
Name:
Social Security Number:
Current Tribal Employer:
Address:
Phone Number:___
City:
State:
Zip:
Date of Hire:
Date of Birth
:
________________
____________________________
B. CONTRIBUTIONS – Must be made via form
I choose to contribute the following percent of my compensation on a pre-tax basis (must be a whole percentage). With my
signature below I hereby authorize The Confederated Tribes of the Warm Springs Reservation of Oregon to withhold money from my
pay and to deposit it into my Retirement & 401(k) Plan account. This authorization will remain in effect until I request in writing that it
be changed or stopped.
_________%
OR
$_______________ per pay period ($10.00 Minimum per pay period)
C. INVESTMENT ELECTIONS – May be done via web or form.
I elect that all future contributions made after the effective date of this election form be invested as follows:
01
Money Market (Schwab Retirement Advantage Money Fund)
%
Y0
Conservative Fund (80% Bonds/20% Stocks)
%
Y4
Moderate Fund (60% Bonds/40% Stocks)
%
Y5
Balanced Fund (40% Bonds/60% Stocks)
%
Y7
Aggressive Fund (20% Bonds/80% Stocks)
%
Y8
Equity Aggressive Fund (100% Stocks)
%
6M
Vanguard Target Retirement Income Fund
%
74
Vanguard Target Retirement 2010 Fund
%
7G
Vanguard Target Retirement 2015 Fund
%
7P
Vanguard Target Retirement 2020 Fund
%
82
Vanguard Target Retirement 2025 Fund
%
8E
Vanguard Target Retirement 2030 Fund
%
8V
Vanguard Target Retirement 2035 Fund
%
9A
Vanguard Target Retirement 2040 Fund
%
9V
Vanguard Target Retirement 2045 Fund
%
A3
Vanguard Target Retirement 2050 Fund
%
A4
Vanguard Target Retirement 2055 Fund
______%
A9
Vanguard Target Retirement 2060 Fund
______%
TOTAL
100%
E. YOUR SIGNATURE – Please see next page for important instructions.
Signature of Participant
Date
111WSS

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