North Carolina Total Retirement Plans Form 398
This form allows eligible members to purchase retirement credit using tax-sheltered savings. It provides instructions and requirements for completing the form accurately. Ensure that your rollover contributions meet the specified guidelines for successful processing.
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How do I fill this out?
To fill out this form, begin by providing your personal information in Section A. Next, indicate the retirement system and plan you are applying for in Sections B and C, respectively. Finally, review the entire form, ensure accuracy, and provide your signature in Section D.
How to fill out the North Carolina Total Retirement Plans Form 398?
1
Complete Section A with your personal information.
2
Identify the retirement system in Section B.
3
Provide plan details in Section C.
4
Sign the form in Section D to authorize the transaction.
5
Submit the completed form as per the guidelines.
Who needs the North Carolina Total Retirement Plans Form 398?
1
Teachers and state employees needing retirement credit.
2
Local government employees interested in credit purchases.
3
Judicial system employees applying for retirement benefits.
4
Legislators seeking to enhance retirement credit through rollovers.
5
Anyone eligible for retirement plans looking to contribute funds.
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Select the text and fields you wish to change.
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What are the instructions for submitting this form?
To submit this form, send it to the N.C. Department of State Treasurer, Retirement Systems Division at 3200 Atlantic Avenue, Raleigh, North Carolina 27604. You may also fax it to 1-877-627-3287 or submit it online through the official retirement system's portal. Ensure you include all required documents and follow guidelines outlined in the form for successful processing.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include the deadlines for submission, which are typically 60 days after distribution. Ensure you keep track of these dates for timely processing. Additionally, check if there are updates in policies or dates as they may affect your submission.
What is the purpose of this form?
The purpose of this form is to facilitate the purchase of retirement credits for eligible members utilizing tax-sheltered savings. It serves as a key document for individuals in specific retirement systems in North Carolina. By accurately completing this form, members can ensure their contributions are applied towards securing their retirement benefits.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Includes fields for first name, last name, SSN, and contact details.
- 2. Retirement System Identification: Members specify which retirement system they belong to.
- 3. Plan Details: Fields to indicate plan administrators and details of the distribution.
- 4. Authorization Section: A section for member signatures to authorize the retirement system.
What happens if I fail to submit this form?
Failure to submit this form correctly may result in denial of your request for purchasing retirement credit. Incomplete applications can lead to delays and complications. It's crucial to ensure all required information and documentation are provided.
- Incomplete Information: Missing or inaccurate personal details can reject your application.
- Insufficient Documentation: Not providing necessary paperwork will hinder the submission process.
- Late Submissions: Submitting after the deadline will disqualify your request.
How do I know when to use this form?
- 1. Tax-Sheltered Fund Purchases: For members seeking to use their tax-sheltered savings.
- 2. Retirement Credit Purchases: To gain additional retirement credits through eligible distributions.
- 3. Plan-to-Plan Transfers: For individuals planning to transfer their retirement savings between qualified plans.
Frequently Asked Questions
What is the purpose of this form?
This form is used to purchase retirement credit using tax-sheltered savings.
How do I start filling out this form?
Begin by entering your personal information in Section A.
What documents do I need for submission?
You will need a cost statement, the filled form, and a letter from your plan administrator.
Can I save the PDF after editing?
You can download the edited PDF, but saving within PrintFriendly is not available.
What types of savings can I use?
You can use systems like 401(k), 403(b), or IRAs.
Is there a deadline for submitting this form?
Submit the form within 60 days of receiving your distribution.
Can I edit the form multiple times?
Yes, you can edit the form as many times as needed before finalizing.
How do I ensure my information is accurate?
Review each section thoroughly before submitting.
What happens after submission?
You will receive an acknowledgment letter from the Retirement Systems Division.
Is there a contact number for assistance?
Yes, you can reach 1-877-NCSECURE for further inquiries.
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