The Hawaii PTS Enrollment Form is a crucial document designed for part-time, temporary, and seasonal employees of the State of Hawaii who wish to participate in the PTS Deferred Compensation Retirement Plan. This form collects essential information regarding the employee's identity, employment details, and beneficiary preferences, ensuring that they can receive their distribution checks upon separation from service. Completing and submitting this form accurately is vital to avoid delays or issues related to retirement benefits.
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 requires individuals to provide crucial identifying and employment information, such as their name, address, social security number, and position title. Additionally, it includes a section dedicated to beneficiary information, allowing employees to designate a person to receive their funds in the event of their passing. It is also important for applicants to disclose any other state employment and whether they are retirees collecting benefits, as this can affect their contributions to the plan. Completing the form accurately is vital; any omissions or inaccuracies could lead to tax issues or penalties. Employees must sign the form to certify the information provided is correct and acknowledge their understanding of the plan's implications, including the deduction of 7.5% from their gross wages for retirement savings. Moreover, the form ensures compliance with the Americans with Disabilities Act, offering assistance for those who may need it. By submitting the completed form to National Benefits Services, employees can take a significant step toward securing their financial future.
Filling out the Hawaii PTS Enrollment form can be straightforward, but several common mistakes 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 even one piece of information can result in a delay in processing the application.
Another mistake involves incorrect personal information. Providing an inaccurate name, Social Security number, or date of birth can create significant issues. These details must match official documents to avoid complications in the future. Double-checking this information before submission is essential.
Some individuals neglect to consider their beneficiary information carefully. It is crucial to list a beneficiary who can be easily contacted and who understands the responsibilities involved. Failing to do so may lead to confusion or disputes regarding the distribution of funds in the event of the employee's death.
Additionally, answering the employment questions incorrectly can lead to problems. If an individual has other state jobs or is an ERS retiree, they must answer these questions truthfully. Misrepresenting this information could result in payroll deductions that are not aligned with the employee's actual circumstances.
People often overlook the importance of the certification section at the end of the form. Signing the form without fully understanding the implications of the statements can lead to unintended consequences. It is essential to read and comprehend what is being certified before providing a signature.
Moreover, some applicants fail to submit the form to the correct address. The instructions specify that the completed form should be sent to National Benefits Services, LLC, in West Jordan, Utah. Sending it to the wrong location can cause delays in processing.
Finally, many individuals do not keep a copy of the completed form for their records. Retaining a copy can be beneficial for future reference, especially if any questions arise regarding the information provided. Having documentation can simplify communication with the benefits office.
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
HI
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.)
RELATIONSHIP
SOCIAL SECURITY #
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’
Retirement System (ERS)?
2)
Are you an ERS retiree collecting monthly retirement benefits?
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
401(k) Enrollment Form: Similar to the Hawaii PTS Enrollment form, a 401(k) enrollment form collects personal and employment information to facilitate retirement savings. Both forms require details such as name, address, and Social Security number, along with beneficiary information.
IRA Application: An Individual Retirement Account (IRA) application shares similarities by requesting personal identification and beneficiary details. Both documents aim to establish a retirement account and require the applicant's signature to confirm accuracy.
Pension Plan Enrollment Form: Like the Hawaii PTS Enrollment form, a pension plan enrollment form gathers essential information about the employee's current job and retirement benefits. Both forms emphasize the importance of accurate information for future benefits.
Health Insurance Enrollment Form: This form, while focused on health benefits, parallels the PTS form in its collection of personal and employment information. Both require a beneficiary section, ensuring that dependents are covered in case of unforeseen events.
Flexible Spending Account (FSA) Enrollment Form: An FSA enrollment form is similar in that it collects personal and employment information to facilitate tax-advantaged spending on healthcare. Both forms require signatures to confirm understanding of the terms.
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Life Insurance Beneficiary Designation Form: This document, like the PTS Enrollment form, focuses on beneficiary information. It ensures that the employee's chosen beneficiaries are clearly identified, providing peace of mind regarding financial security.
Employee Stock Ownership Plan (ESOP) Enrollment Form: An ESOP enrollment form shares the goal of establishing a financial benefit for employees. It collects personal and employment details, ensuring accurate record-keeping for future stock allocations.
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