Employment & HR

401(k) Enrollment & Contribution Election

401(k) plan enrollment form covering pre-tax and Roth contribution elections, employer match disclosure, investment allocation, and beneficiary designation.

📄 1 signer📅 30-day expiry🏷 Employment & HR🔖 401k, retirement, enrollment, contribution, investment, erisa

About this template

The 401(k) Enrollment & Contribution Election is a ready-to-use employment & hr template you can send for signature in minutes. It is written for 1 signer (employee) and, by default, expires 30 days after it is sent if left unsigned. It covers 401k, retirement, enrollment, contribution, investment, erisa. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# 401(k) Enrollment & Contribution Election This form enrolls the employee named below in the company's 401(k) plan and records their contribution elections, investment allocation preferences, and beneficiary designations. Retain a copy for your records. This document is executed electronically under the Electronic Signatures in Global and National Commerce Act (15 U.S.C. § 7001 et seq.) and the Uniform Electronic Transactions Act (UETA). --- ## Section 1 — Employee Information Employee Full Legal Name: ___________ Employee ID: ___________ Last Four Digits of Social Security Number: ___________ Date of Hire: ___________ Plan Entry Date: ___________ Plan Name: ___________ --- ## Section 2 — Contribution Type Election Select the type of pre-retirement contributions you wish to make. Pre-tax Traditional contributions reduce your current taxable income; earnings grow tax-deferred and are taxed upon withdrawal. Roth after-tax contributions are made with after-tax dollars; qualifying withdrawals in retirement are tax-free. You may split contributions between both types, provided combined deferrals do not exceed IRS limits. Contribution Type: ___________ --- ## Section 3 — Pre-Tax Traditional Contribution Election Complete this section if you elected Pre-tax Traditional or Both above. Leave blank if you elected Roth only. Pre-Tax Contribution Amount — choose one method: Percentage of eligible compensation per pay period (%): ___________ — OR —

Fields (47)

employee name
text · required
employee id
text · required
ssn last4
text · required
hire date
date · required
plan entry date
date · required
plan name
text · required
contribution type
radio · required
pretax percent
number
pretax dollar
currency
roth percent
number
roth dollar
currency
age 50 plus
radio · required
employer match formula
textarea · required
match acknowledgment
checkbox · required
vesting schedule type
select · required
vesting acknowledgment
checkbox · required
qdia acknowledgment
radio · required
investment acknowledgment
checkbox · required
auto escalation available
radio · required
auto escalation election
radio
auto escalation increment
text
primary bene1 name
text · required
primary bene1 relationship
text · required
primary bene1 dob
date
primary bene1 pct
number · required
primary bene2 name
text
primary bene2 relationship
text
primary bene2 dob
date
primary bene2 pct
number
primary bene3 name
text
primary bene3 relationship
text
primary bene3 dob
date
primary bene3 pct
number
contingent bene1 name
text
contingent bene1 relationship
text
contingent bene1 dob
date
contingent bene1 pct
number
contingent bene2 name
text
contingent bene2 relationship
text
contingent bene2 dob
date
contingent bene2 pct
number
loan acknowledgment
checkbox · required
hardship acknowledgment
checkbox · required
erisa acknowledgment
checkbox · required
employee printed name
text · required
hr rep name
text
received date
date

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