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Need Help?

Please fill out the below form and your plan administrator will get back to you as soon as they are able. Help hours are Monday - Friday 6am pst to 5pm pst.
If you have questions regarding your Plan, please call our dedicated representatives at 1-555-555-5555.

  • Welcome
  • Deferral
  • Distribution
  • Investment
  • Beneficiary
  • Summary

2022 Enrollment

Enrollment for: Demo User

Please select the beneficiary(ies) whom you would like to receive your account balance in the event of your death.

Beneficiaries

Primary

Name SSN Relation DOB Percentage
NameMatt Williams SSN987654321 RelationSpouse DOB Percentage100.00

Name SSN Relation DOB PercentageTotal: 100.00%

Contingent

Name SSN Relation DOB Percentage
NameJane Johnson SSN999999999 RelationDaughter DOB Percentage50.00

NameJohn Matthews SSN123456789 RelationSon DOB Percentage50.00

Name SSN Relation DOB PercentageTotal: 100.00%