Contribution, Goalmaker and / or Allocation Change Form - North Carolina

Contribution, Goalmaker and/or Allocation Change Form is a legal document that was released by the North Carolina Department of State Treasurer - a government authority operating within North Carolina.

FAQ

Q: What is a Contribution, Goalmaker and/or Allocation Change Form?A: A Contribution, Goalmaker and/or Allocation Change Form is a document used in North Carolina to change the contribution amount, goalmaker selection, or allocation of funds in a retirement account.

Q: Why would I need to fill out a Contribution, Goalmaker and/or Allocation Change Form?A: You may need to fill out this form if you want to change the amount you contribute to your retirement account, select a different goalmaker option, or change how your funds are allocated.

Q: What information do I need to provide on the form?A: The form will typically ask for your personal information, such as your name, employee ID number, and contact information. You will also need to specify the changes you want to make to your contributions, goalmaker selection, or fund allocation.

Q: Do I need to submit any supporting documents with the form?A: In most cases, you will not need to submit any additional documents with the form. However, it's always a good idea to review the instructions provided with the form or consult with your employer or retirement plan provider to confirm if any additional documentation is required.

Q: Can I make changes to my contribution amount, goalmaker selection, or fund allocation at any time?A: The rules regarding changes to contribution amounts, goalmaker selections, and fund allocations may vary depending on your retirement plan. It's important to review the terms and conditions of your plan or consult with your employer or retirement plan provider to understand any restrictions or limitations.

Q: How long does it take for changes to take effect?A: The processing time for changes to contribution amounts, goalmaker selections, or fund allocations can vary. It's best to check with your employer or retirement plan provider for an estimate of how long it will take for your changes to take effect.

Q: Can I make multiple changes using a single form?A: Yes, you can typically make multiple changes to your contribution amount, goalmaker selection, or fund allocation using a single Contribution, Goalmaker and/or Allocation Change Form. Make sure to accurately specify all the changes you want to make on the form.

Q: What should I do if I have questions or need assistance with the form?A: If you have questions or need assistance with the Contribution, Goalmaker and/or Allocation Change Form, you should reach out to your employer or retirement plan provider. They will be able to provide guidance and address any concerns you may have.

Q: Can I submit the form electronically?A: This depends on your employer or retirement plan provider. Some may allow you to submit the form electronically, while others may require a printed and signed form. Check with your employer or retirement plan provider for their specific submission requirements.