Requests for Enrollment Forms

CSTs or Plan Participants can request new enrollment forms. If so, there's a few places to find them.

  • Custom Reports in Flo
  • CSR Web/Participant Web


CSTs may save completed forms to the client file. It is not our responsibility (RPS Ops) to retrieve forms from the client file.


Types of forms & what we do with them

Contribution Election Form: This form is used to elect how much money and what source, if applicable, you want to defer into your retirement account.

  • We do not make the election changes listed on this form. We only save this form. If the participant isn't in RA yet, we may add them, but we do not process the Contribution Elections.
  • Adding a new employee to RA procedure: Add a new Employee in Relius.docx 

Investment Election Form: This form is used to elect how you want those deferrals to be invested once they're in your retirement account.

Beneficiary Designation Form: This form is used to designate who will receive your full account balance if you were to pass away.

  • We add these designations after thorough review of accuracy in CSR or Relius. These should be updated and verified before the ticket is closed.
  • Procedure: Beneficiary Update Procedures.docx 


What happens when we receive a completed form

Order of Workflow (Ticket Status) with Current Responsibilities

1. Add New Employee

Jamari Smith

2. Election Change

Michaela High (or any CSR)

3. Verify Election Change

Michael Garaza

4. Beneficiary Change

Taylor Bartlett

5. Verify Beneficiary Change

Jamari Smith

6. Closed

 


Match Diversification Form (NHC 401k)


Once Plan Info receives, reply with confirmation email.

Search for the partner. If there is already an investment ticket created, link that ticket.

Update the following in the ticket:

Issue - Investment - Election Change

Change the subject to Match Diversification

Add Paperwork Received as the day the form was received

Leave status as Election Change

For new tickets

Change the Group to RPS-Daily Ops

Change the Agent* to Michael Ranisate

Change the Internal group to RPS-Daily Ops

Change the Internal agent to Rebecca Rice

Once processed, Ops will close the ticket.


Match Diversification FAQ

All the match contributions from NHC are invested in NHC Common Stock until the partner changes the election.

Partner becomes fully vested after 3 YOS. After becoming 100% vested, partner can move their match from the NHC Common Stock.

Future election change is effective the following payroll.

Current balance change is effective ??????????.

For questions, ask a question in the NHC RPS Teams Chat.


Workflow document: Workflows