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Home
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About the Program
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Enrollment
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Plan Forms
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Account Access
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FAQ
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Request Information
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Retirement Specialists
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Planning Tools
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Investment Options
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Information for Vendors
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Participant Web
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3121 Plan Portal
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Enrollment
Enrollment into the Nationwide Program can be done through an FBC
approved Retirement Specialist or
on your own.
To
self-enroll:
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1. |
Download
the Enrollment Kit from the
Plan Forms
page. Detailed
instructions for each form are included at the top of each
page.
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2. |
Complete
and submit the Salary Reduction Agreement (SRA) to your
payroll office. Fax a copy to the FBC (see fax number
on form). |
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3. |
Complete
and submit the Maximum Contribution Worksheet to your
payroll office. Fax a copy to the FBC (see fax number
on form). |
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4. |
Complete
the Nationwide Enrollment Form and fax to the FBC (see fax
number on form). |
To
enroll with the assistance of a Retirement Specialist either:
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A. |
Phone or
email the financial advisor for your district. Click
here to find the advisor for your district.
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B. |
Or download
the Enrollment Kit from the
Plan Forms
page and mail in
the first page to the address on the form to have an advisor
contact you. |
Adobe Reader is required to view all forms. It may be downloaded
for free
here.
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