Click here - Teamsters Local 25
Contents
1. Participant User Manual Login First Time User Login IP 2 3 In your Internet browser address bar type in www BenefitStreet com Click the Login link located in the upper right corner of the screen Type your Login ID and Password Click the Log In link Login ID Password Change Password EJ First Time User EJ Forgot Your Password y First Time User k 2 3 SLO o o Click the First Time User link Complete the required fields including your social security number and zip code Click the Find Me link Find Me First i E Mame Social Security Humber Birth Date CMM ey i i Home zip Code Login ID Vi do not know my Login ID Type your Login ID minimum of 6 characters Type your Password minimum of 6 characters Retype your password to confirm Click the Update link Login IL lwant to change my ID Password Contirm Password EJ Update pEr 4 gt Participant User Manual SignUp Enroll in 2 Minutes ili wv Enroll in 2 Minutes ieueam 1 Participation Select to participate in the Plan or not and authorize the deduction from your paycheck Select and complete one of the options Percentage of pre tax post tax earnings or A specific dollar amount of pre tax post tax earnings Automatic Rebalancing not available on all plan Select to have your plan automatically rebalanced on scheduled dates or not Investment Portfolios Choose one of the investment portfolio options o2. ges for the funds composing your custom portfolio To see a distribution diagram for an investment porttolio click the portfolio s tithe Changes made on this page wil only affect future contributions If you wish to change existing fund balances select Existing Balances from the options menu under Manage our Account hereby authorize and direct the Trustees of the Plan to invest my funds as follows Conservative Porttolio 40 Equity 60 Fixed Income O Moderate Portfolio 60 Equity 20 Fixed Income j Aggressive Portfolio 100 Equity 0 Fixed Income E Custom Portfolio CD S Equity 100 Fixed Income j Save Changes al Click Save Changes when you are done making your selections 16 a v Participant User Manual Sign Up Select Beneficiaries Select Beneficiaries C ShowMe 1 Select one or more beneficiaries and complete the information for each beneficiary You may choose a primary and contingent beneficiaries The primary beneficiaries will be entitled to the vested portion of your plan account The contingent beneficiaries will only be entitled to the assets once all the primary beneficiaries are no longer living The beneficiary name is a required field The benefit percent for primary beneficiaries must sum to equal 100 percent and the benefit percent for contingent beneficiaries must be 100 percent 2 Click the Create Beneficiary Designation Form link print the document and complete t
3. he information on the form A paper signed copy is required Give the form to your plan administrator NOTE IRS regulations require that if you are married the sole beneficiary of your account must be your spouse Should you wish to designate anyone other than your spouse you must first obtain spousal consent Your spouse s consent must be witnessed by a plan representative or notary Should you list a non spouse beneficiary without obtaining spousal consent the benefits will be required to be paid to your spouse It is very important that you update beneficiary information as soon as you experience any changes in your marital status The spousal consent form is included as page 2 of the Beneficiary Designation Form 3 Click the Save Changes link Easave Changes EHelp on This Page EQ Create Beneficiary Designation Form l Beneficiary 1 Mame Janet Wayne Address 1 15687 Desert Springs Dr Address 2 City State Zip Victorville CA 32394 Beneficiary Type Primary se Relationship Spouse w Tax Payer ID Birth Cate MADD oy Y EMERE Benefit w i00 Beneficiary 2 Name John Smith Address 1 3000 Westchester Avenue Address 2 City State Zip arenae mi ll Beneficiary Type Contingent s Relationship Mon Spouse w Tax Payer ID Birth Date MIMD yey Y YI 12614999 Benefit W 100 17
4. r choose custom portfolio Click on a portfolio type to see a graphical distribution of the portfolio type If you select Custom Portfolio a screen appears to complete your election percentages for each fund once you click on save changes The percentages must equal 100 4 Click the Save Changes Rollover to each section to view info Save Changes Participation To change your participation option or your deferral amount select fram the choices below Lelect NOT to participate in the Plan at this time elect to participate in the Plan and authorize a deduction from my paycheck inthe amount of 0 00 pre tax per pay period elect to participate in the Plan and authorize a deduction fram my paycheck inthe amount of 100 00 pre tax per pay period Automatic Rebalancing Your plan allows you to participate in automatic scheduled rebalancing in order to keep your account in line with your investment objectives For more information about rebalancing see The Importance of Rebalancing Your plan automatically rebalances accounts ANNUALLY and is next scheduled to be processed on 5 22 2006 OL elect to have my portfolio automatically rebalanced on the scheduled dates l elect MOT to participate in automatic rebalancing at this time Investment Portfolios Choose an investment portfolio from the options below lf you choose Custom Portfolio you will be given an opportunity to provide the election percenta
Download Pdf Manuals
Related Search