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Free Hawaii Pts Enrollment Template

The Hawaii PTS Enrollment Form is a crucial document for part-time, temporary, and seasonal employees of the State, enabling them to participate in the PTS Deferred Compensation Retirement Plan. This form collects essential personal and employment information to ensure proper enrollment and compliance with retirement benefits. Completing and submitting this form accurately is vital to avoid delays in receiving distribution checks upon separation from service.

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Overview

The Hawaii PTS Enrollment Form is an essential document for part-time, temporary, and seasonal employees of the State of Hawaii who wish to participate in the Deferred Compensation Retirement Plan. This form plays a crucial role in ensuring that employees can effectively manage their retirement savings. It requires individuals to provide identifying and employment information, including their name, address, department, and position title. Additionally, the form includes a section dedicated to beneficiary information, allowing employees to designate a person to receive their funds in the event of their death. Furthermore, applicants must disclose any other state employment and their membership status in the State Employees’ Retirement System (ERS), as this can impact payroll deductions. Completing the form accurately is vital; any omissions or inaccuracies may lead to complications, including tax penalties. Lastly, the form concludes with a certification section where employees affirm the accuracy of their provided information and acknowledge their understanding of the contributions to the plan. By submitting this form to National Benefits Services, LLC, employees take a significant step toward securing their financial future.

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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

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.)

NAME (LAST, FIRST, MIDDLE INITIAL)	RELATIONSHIP	SOCIAL SECURITY #

ADDRESS	CITY	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’	Yes	No
	Retirement System (ERS)?	Yes	No
	Retirement System (ERS)?
2)	Are you an ERS retiree collecting monthly retirement benefits?	Yes	No
2)

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

How to Fill Out Hawaii Pts Enrollment

Filling out the Hawaii PTS Enrollment form is a crucial step for part-time, temporary, and seasonal employees 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 leaving your job. Below are the steps to guide you through the process of filling out the form.

Begin by entering your identifying and employment information in Section I. This includes your name (last, first, middle initial), address, city, state, ZIP code, home phone number, Social Security number, date of birth, gender, department, university, division/school, and position title(s).
Move to Section II to provide beneficiary information. Here, list the name of the person you wish to designate as your beneficiary in case of your death. Include their relationship to you, Social Security number, address, city, state, and ZIP code.
In Section III, answer the questions regarding other employment. Indicate whether you are employed in any other State job(s) and specify the department(s) if applicable. Also, clarify if these jobs provide you membership in the State Employees’ Retirement System (ERS). Additionally, confirm if you are an ERS retiree collecting monthly retirement benefits.
After completing the previous sections, proceed to Section IV. Here, you must sign and date the form to certify that the information you provided is accurate. Be aware that any inaccuracies or incomplete information may lead to back taxes or penalties.
Finally, send your completed form to the designated address: National Benefits Services, LLC, P.O. Box 6980, West Jordan, UT 84084.

Common mistakes

Filling out the Hawaii PTS Enrollment form can be a straightforward process, but many individuals make common mistakes that can lead to delays or complications. One frequent error is failing to complete all required fields. The form explicitly states that all information must be provided. Omitting any detail, such as your social security number or date of birth, can result in processing delays. Always double-check that every section is filled out before submitting the form.

Another mistake often made involves the beneficiary information section. Some individuals forget to include the social security number of their designated beneficiary or leave the relationship field blank. This information is crucial as it determines who will receive your funds in the event of your passing. Ensure that you provide complete and accurate details for your beneficiary to avoid any issues later on.

Additionally, people sometimes overlook the importance of the employment information section. If you hold multiple state jobs or are an ERS retiree, it’s essential to indicate this accurately. Answering “Yes” to these questions prompts necessary actions to prevent payroll issues. Neglecting to disclose this information can lead to complications with your deductions and benefits, so be thorough in this section.

Lastly, many individuals forget to sign and date the form. The certification section is not just a formality; it confirms that you understand the implications of your enrollment. An unsigned form is considered incomplete and will not be processed. Before sending your enrollment form, ensure that you have signed and dated it to confirm your agreement with the provided information.

Documents used along the form

The Hawaii PTS Enrollment form is a crucial document for part-time, temporary, and seasonal employees of the State of Hawaii who wish to enroll in the Deferred Compensation Retirement Plan. Completing this form accurately is essential to ensure timely processing and distribution of retirement funds. Along with the enrollment form, several other documents may be required to facilitate the enrollment process and ensure compliance with state regulations.

Plan Booklet: This document provides detailed information about the PTS Deferred Compensation Retirement Plan, including benefits, contributions, and withdrawal options. It serves as a comprehensive guide for employees to understand their retirement savings.
RV Bill of Sale Form: If you're looking to purchase or sell a recreational vehicle in Texas, be sure to complete the Texas Documents to ensure a smooth and legally binding transaction.
Beneficiary Designation Form: Employees use this form to specify who will receive their retirement funds in the event of their death. It is important to keep this information updated to reflect any changes in personal circumstances.
Tax Withholding Form: This form allows employees to designate their tax withholding preferences for retirement plan distributions. Proper completion can help avoid unexpected tax liabilities when funds are accessed.
Employment Verification Form: This document may be required to confirm the employee's current employment status and eligibility for the PTS plan. It ensures that all information regarding employment is accurate and up to date.
Direct Deposit Authorization Form: Employees can use this form to authorize direct deposit of their retirement distributions into their bank accounts. This option can provide convenience and faster access to funds.
IRS Form W-4P: This form is used to request federal income tax withholding on pension or annuity payments. Completing this form helps ensure that the correct amount of taxes is withheld from retirement distributions.

Each of these documents plays a vital role in the enrollment process and the management of retirement benefits. Ensuring that all forms are completed accurately and submitted in a timely manner can help avoid delays and complications in accessing retirement funds when needed.

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Obtain Answers on Hawaii Pts Enrollment

What is the purpose of the Hawaii PTS Enrollment form?

The Hawaii PTS Enrollment form is designed for part-time, temporary, and seasonal/casual employees of the State of Hawaii who wish to participate in the PTS Deferred Compensation Retirement Plan. Completing this form allows employees to set aside a portion of their earnings for retirement, ensuring they have financial support when they separate from service.

Who needs to complete the enrollment form?

Any part-time, temporary, or seasonal/casual employee of the State of Hawaii who wants to enroll in the PTS Deferred Compensation Retirement Plan must complete this form. It's essential for employees to provide accurate information to avoid delays in receiving their distribution checks upon separation from service.

What information is required on the form?

The enrollment form requires several key pieces of information:

Your identifying and employment information, including your name, address, phone number, and Social Security number.
Your date of birth and gender.
Details about your department and position title.
Beneficiary information, including the name and relationship of the person you wish to designate to receive your funds in case of your death.
Any other employment information, such as whether you are employed in other State jobs or if you are an ERS retiree.

What happens if I don’t complete the form accurately?

Failure to complete the form accurately can lead to significant issues. Inaccurate or incomplete information may result in back taxes or penalties imposed by the Internal Revenue Code. Additionally, it could delay or prevent you from receiving your distribution check after you separate from service.

How do I submit the completed form?

Once you have filled out the enrollment form, send it to National Benefits Services, LLC at the following address:

P.O. Box 6980, West Jordan, UT 84084. Ensure that you send the form promptly to avoid any delays in processing your enrollment.

What if I have special needs regarding the form?

If you have special needs or require auxiliary aids for effective communication, such as large print or audiotape, the Plan Booklet can be made available to you. This is in accordance with the Americans with Disabilities Act of 1990. For further assistance, you can contact CFP/LSW at 596-7006, or if you are on a neighbor island, call toll-free at 1-800-600-7167.

What deductions will be taken from my paycheck?

As a participant in the PTS Deferred Compensation Retirement Plan, 7.5% of your gross wages will be deducted from each paycheck. This amount will be deposited into your retirement plan. It’s important to note that you will not contribute to Social Security, but you will contribute to Medicare.

Document Attributes

Fact Name	Details
Purpose	The form is for enrollment in the PTS Deferred Compensation Retirement Plan for part-time, temporary, and seasonal/casual employees of the State of Hawaii.
Submission	Completed forms must be sent to National Benefits Services, LLC, at P.O. Box 6980, West Jordan, UT 84084.
Mandatory Information	All sections of the form must be completed. Incomplete forms may delay or prevent distribution checks after separation from service.
Beneficiary Designation	Employees must list a beneficiary to receive their funds in case of death, including their relationship and contact information.
Other Employment	The form includes questions about other state employment and participation in the State Employees’ Retirement System (ERS).
Governing Law	This form is governed by the laws applicable to the State of Hawaii and the Internal Revenue Code.

Misconceptions

Misconceptions about the Hawaii PTS Enrollment form can lead to confusion and delays in processing. Here are five common misunderstandings:

Misconception 1: The form is optional for part-time employees.

Many believe that completing the enrollment form is not necessary for part-time, temporary, or seasonal employees. In reality, submitting this form is crucial to ensure participation in the PTS Deferred Compensation Retirement Plan and to avoid delays in receiving distribution checks upon separation from service.

Misconception 2: Only full-time employees can benefit from the plan.

This misconception overlooks the fact that the PTS plan is specifically designed for part-time, temporary, and seasonal employees. All eligible employees can participate and benefit from the retirement savings options provided.

Misconception 3: Providing incomplete information will not have consequences.

Some individuals think that minor omissions or inaccuracies on the form are inconsequential. However, incomplete or incorrect information can lead to significant issues, including back taxes and penalties imposed by the Internal Revenue Code.

Misconception 4: The form can be submitted at any time without consequences.

While it may seem that timing is flexible, delays in submitting the enrollment form can hinder the ability to receive timely distribution checks. Employees should complete and return the form as soon as possible to avoid complications.

Misconception 5: The plan does not require any contributions.

Some employees mistakenly believe that participation in the PTS plan does not involve contributions. In fact, participants are required to contribute 7.5% of their gross wages, which will be deducted from each paycheck and deposited into the retirement plan.

Key takeaways

When filling out the Hawaii PTS Enrollment form, consider the following key takeaways:

Complete All Sections: Ensure that every section of the form is filled out. Missing information can delay your benefits.
Use Clear Writing: Type or print your information clearly in ink. This helps prevent misunderstandings.
Provide Accurate Information: Double-check your details, including your Social Security number and date of birth, to avoid future issues.
Beneficiary Details: Clearly list the person you wish to designate as your beneficiary. This is important for ensuring your funds go to the right individual.
Other Employment: If you have other state jobs, disclose this information. It affects your retirement plan participation.
Understand Your Contributions: Know that 7.5% of your gross wages will be deducted for the PTS Deferred Compensation Retirement Plan.
Signature Required: Remember to sign and date the form. Your signature certifies that the information provided is accurate.
Submit Promptly: Send your completed form to the address provided to avoid delays in receiving your distribution check.
Seek Assistance if Needed: If you require help or need the form in a different format, contact the provided phone numbers for support.