The Hawaii PTS Enrollment Form is a crucial document for part-time, temporary, and seasonal employees of the State of Hawaii who wish to participate in the Deferred Compensation Retirement Plan. Completing this form accurately ensures that you can receive your distribution check without delays after separating from service. Don’t miss out on securing your financial future—fill out the form by clicking the button below.
For part-time, temporary, and seasonal employees of the State of Hawaii, the PTS Enrollment Form serves as a crucial gateway to the Deferred Compensation Retirement Plan. This form is not just a piece of paperwork; it’s a vital step in ensuring your financial security after your service ends. Completing this form accurately is essential; any missing or incorrect information could delay your distribution check. The form requires you to provide identifying and employment details, including your name, address, and social security number, as well as information about your department and position. Additionally, you’ll need to designate a beneficiary, someone who will receive your funds in the unfortunate event of your passing. There are also important questions regarding any other state employment or retirement benefits you may have, which could affect your contributions. Lastly, the form includes a certification section where you confirm the accuracy of your information and acknowledge your understanding of the plan’s contribution structure. Remember, this is a significant commitment, and taking the time to fill out the PTS Enrollment Form correctly will help safeguard your financial future.
STATE OF HAWAII
PTS DEFERRED COMPENSATION RETIREMENT PLAN
for Part-Time, Temporary, and Seasonal/Casual Employees of the State
ENROLLMENT FORM
Please type or print in ink. Complete ALL information. Failure to complete and return this form may delay or prevent receiv- ing your distribution check after you separate from service.
Send your completed form to:
National Benefits Services, LLC, P.O. Box 6980, West Jordan, UT 84084
SECTION I – IDENTIFYING/EMPLOYMENT INFORMATION
NAME (LAST, FIRST, MIDDLE INITIAL)
ADDRESS
CITY
STATE ZIP
HOME PHONE
HI
SOCIAL SECURITY NUMBER
DATE OF BIRTH
M
F
DEPARTMENT
UNIVERSITY OF HAWAII
DIVISION/SCHOOL
LEEWARD COMMUNITY COLLEGE
POSITION TITLE(S)
SECTION II – BENEFICIARY INFORMATION (List person to whom you wish to leave your money in case of your death.)
RELATIONSHIP
SOCIAL SECURITY #
STATE
ZIP
SECTION III – OTHER EMPLOYMENT INFORMATION
1)
Are you employed in any other State job(s)?
Yes
No
If YES, with what department(s)? _________________________________
a) Do these other job(s) provide you membership in the State Employees’
Retirement System (ERS)?
2)
Are you an ERS retiree collecting monthly retirement benefits?
IMPORTANT: If you answer YES to Questions #1a or #2 above, be sure to notify your employer immediately to prevent problems with payroll deductions related to the PTS Deferred Compensation Retirement Plan.
The Plan Booklet can be made available to individuals who have special needs or who need auxiliary aids for effective communication (i.e., large print or audiotape), as required by the Americans with Disabilities Act of 1990. For more information, please call CFP/LSW at 596-7006 (neighbor islands may call toll-free at 1-800-600-7167).
SECTION IV – SIGNATURE (CERTIFICATION SECTION)
I certify that the above information is accurate. I understand that any incomplete/inaccurate information may result in back taxes and/or penalties imposed by the Internal Revenue Code. A copy of the PTS Deferred Compensation Retirement Plan Employee Information Booklet has been given to me. I understand that I will not contribute to Social Security, but will contribute to Medicare. I understand that 7.5% of my gross wages shall be deducted from each paycheck and deposited into the PTS Deferred Compensation Retirement Plan.
EMPLOYEE’S SIGNATURE
DATE
PTS Enrollment Form Rev. 01/10
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