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How to fill out the Jkcpis online
This guide aims to assist users in completing the Jkcpis form online, ensuring a smooth and effective process. By following these clear instructions, users can gain a comprehensive understanding of each section in the form.
Follow the steps to accurately complete the Jkcpis form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter the employer information, including the name of the adopting employer, address, city, state, ZIP code, and tax ID number. Provide details for the primary contact at the adopting employer, including their name, email address, and phone number.
- Specify the effective date of the adoption agreement. Please state if the effective date differs from January 1, 2009.
- Indicate whether employees contribute only to the EPC Defined Contribution Retirement Plan or if they can contribute to another 403(b) plan. If applicable, list all other 403(b) vendor(s) or providers.
- Fill out the eligibility requirements for both ordained and non-ordained employees, including any service or age requirements.
- Decide on participant salary reduction elections, indicating if voluntary elective contributions are permitted or not.
- Outline any employer contributions for different classifications of employees, ensuring to specify required and recommended contributions.
- Confirm the contribution limits and your commitment to monitor them as per the plan document.
- Acknowledge the remittance of contributions, detailing the frequency of employer contributions and ensuring compliance with legal timelines.
- Complete the authorization and signature section, indicating the name, title, and signature of the adopting employer's representative.
- Once completed, save changes, and download or print a copy of the filled-out form for your records.
Start completing the Jkcpis form online now to ensure your compliance and organization.
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