Yes! You can use AI to fill out Enrollment Application
This Enrollment Application is a crucial document for employees to join their company's retirement savings plan, offered through providers like Transamerica. It allows participants to specify personal information, set contribution amounts from their pay (as pre-tax or Roth), and choose how their funds will be invested. Completing this form is the first step toward building a retirement nest egg through an employer-sponsored plan. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Enrollment Application |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out PE6174300001 Online for Free in 2026
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Follow these steps to fill out your PE6174300001 form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the Enrollment Application form.
- 2 Use the AI assistant to automatically fill in your employer's information in Section A, such as the company name and account number.
- 3 Complete Section B by providing your personal participant information, including your name, Social Security Number, address, and date of birth.
- 4 In Section C, specify your desired contribution amounts, indicating the percentage or dollar amount for pre-tax and/or Roth contributions.
- 5 Choose your investment strategy in Section D, either by selecting a one-step diversified portfolio like PortfolioXpress or by creating your own custom portfolio from the available funds.
- 6 Carefully review all the information you've entered for accuracy, then proceed to Section E to provide your digital signature and the date.
- 7 Download, print, or submit your completed and signed Enrollment Application as required by your plan administrator.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form PE6174300001
This Enrollment Application is used to either enroll in your employer's retirement plan for the first time or to change your existing contribution amount.
You should complete this form if you are a new employee enrolling in the retirement plan or an existing employee who wants to change your contribution percentage or dollar amount.
No, if you are only changing your contribution, you only need to complete Sections A, B, C, and E. The form states that you should not complete Section D (Investment Allocation) for a contribution change only.
Pre-tax contributions are deducted from your paycheck before taxes, which can lower your current taxable income. Roth contributions are made with money that has already been taxed, allowing for potentially tax-free withdrawals in retirement.
These are options for older employees to save more for retirement. If you are age 50 or over, you may be eligible for 'Age 50 Catch Up' contributions, and some plans offer a 'Super Catch Up' for those aged 60-63.
PortfolioXpress is a simplified investment option that automatically allocates and rebalances your contributions into a diversified portfolio based on your target retirement year. If you select this, you do not need to choose individual funds.
No, if you select PortfolioXpress, you should stop and go directly to the signature section (Section E). This option automatically allocates 100% of your contributions for you.
You can submit the form electronically via the secure file transmission portal on the NPPFA Benefits website or by emailing it to their customer service at [email protected].
Your new contributions or enrollment will begin as soon as it is administratively feasible for your employer to process the change under your plan's rules.
You will need your Social Security Number, date of birth, date of hire, and your employer's contract/account number. You will also need to decide on your contribution amounts and investment allocation.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your saved information, which can save you time and help prevent errors.
You can use a service like Instafill.ai to fill this form online. Simply upload the PDF, and the tool will make it fillable, allowing you to type your information directly into the fields and sign electronically.
If your PDF is a flat, non-fillable image, you can upload it to a platform like Instafill.ai. It will automatically convert the document into an interactive, fillable form for you to complete online.
Compliance PE6174300001
Validation Checks by Instafill.ai
1
Social Security Number Format and Requirement
This check ensures the Social Security Number in Section B is provided and follows the standard 9-digit format (XXX-XX-XXXX or XXXXXXXXX). The SSN is a critical unique identifier for creating the participant's account and for tax reporting purposes. If the SSN is missing for a new enrollment or is formatted incorrectly, the submission must be rejected to prevent account creation errors.
2
Investment Allocation Mutual Exclusivity
Validates that the participant has selected only one investment strategy in Section D. The user must either check the 'PortfolioXpress' box for an automated allocation or fill in the percentages for a 'Create Your Own Portfolio', but not both. This prevents ambiguity in how contributions should be invested. A failure would require the user to clarify their single intended investment choice.
3
Custom Investment Portfolio Percentage Sum
If the participant chooses to 'Create Your Own Portfolio' in Section D, this check verifies that the sum of all entered percentages equals exactly 100%. This is crucial to ensure that 100% of the participant's contribution is allocated, leaving no funds uninvested and no allocation errors. If the total is not 100%, the form is invalid and must be corrected before processing.
4
Contribution Method Exclusivity
For both Pre-tax and Roth contributions in Section C, this validation ensures the participant has entered either a percentage (%) or a dollar amount ($), but not both for the same contribution type. This rule prevents conflicting instructions for calculating the deduction from the participant's pay. If both are filled for a single contribution type, the form should be flagged for correction.
5
Logical Date Consistency (Birth vs. Hire)
This check compares the 'Date of Birth' and 'Date of Hire' fields in Section B to ensure the hire date is logically after the birth date. It also can be used to verify that the employee meets a minimum age requirement (e.g., 18 years old) as of their hire date. This prevents data entry errors that would be nonsensical and could cause issues with eligibility calculations.
6
Conditional Requirement for Investment Allocation
This validation enforces the instruction that Section D (Investment Allocation) must be completed for a 'New Enrollment' but should be skipped for a 'Contribution Change' only. This ensures new accounts are set up with investment instructions, while preventing unintended changes to existing allocations for simple contribution updates. An error would occur if a new enrollment has no allocation or a contribution change has an unnecessary one.
7
Participant Signature and Date Requirement
Verifies that the 'Participant Signature' and the adjacent 'Date' field in Section E are both completed. The signature legally authorizes the payroll deductions and investment choices, making it essential for the form's validity. An unsigned or undated form is not legally binding and cannot be processed.
8
PortfolioXpress Target Year Requirement
If the 'PortfolioXpress' option is selected in Section D, this check ensures that the 'My target retirement year' field is completed with a valid two-digit year. This year is essential for the service to place the participant in the correct target-date fund. Failure to provide the year makes the PortfolioXpress selection incomplete and invalid.
9
Date Field Format Validation
Ensures that all date fields on the form ('Date of Birth', 'Date of Hire', and signature 'Date') are entered in the specified MM-DD-YYYY format. Consistent and valid date formatting is critical for correct data processing, age calculations, and record-keeping. An incorrectly formatted date would cause a data import failure and require manual correction.
10
Email Address Format Validation
This check verifies that the value entered in the 'E-mail' field in Section B conforms to a standard email address format (e.g., [email protected]). A valid email is crucial for communication with the participant regarding their account, statements, and other notifications. An invalid format would prevent electronic communication and should be corrected.
11
Age Eligibility for Catch-Up Contributions
This is a logical check that compares the participant's age, calculated from the 'Date of Birth', against their contribution amounts in Section C. If the total contribution exceeds the normal limit, the system verifies if the participant is age 50 or older to qualify for the 'Age 50 Catch Up'. This prevents illegal over-contributions for participants who are not eligible for catch-up provisions.
12
Completeness of Participant Information for New Enrollment
If 'New Enrollment' is checked, this validation ensures all required fields in Section B (Participant Information) are filled out. This includes First Name, Last Name, Social Security No., Date of Birth, and full Mailing Address. Missing information would prevent the successful and accurate creation of a new participant account, so the form would be rejected as incomplete.
Common Mistakes in Completing PE6174300001
Applicants often check the box for the 'PortfolioXpress' one-step solution in Section D but then also proceed to fill out the percentages for individual funds in the 'Create Your Own Portfolio' section. The form instructions explicitly state to stop after selecting PortfolioXpress. This contradiction makes the investment intent unclear, leading to processing delays or rejection of the form until clarification is provided. To avoid this, choose only one investment method: either the automated service or the manual selection, but not both.
When an applicant chooses to 'Create a Portfolio' in Section D, the percentages assigned to the various funds must add up to exactly 100%. Due to simple calculation errors, the total often ends up being more or less than 100%. This invalidates the investment direction, and the form cannot be processed until the allocation is corrected. To prevent this, carefully review and sum all percentages before submitting the form. AI-powered tools like Instafill.ai can include validation features to automatically check that the total equals 100%.
In Section C, the form provides fields for contributing either a percentage (%) of pay OR a flat dollar ($) amount for both Pre-tax and Roth contributions. A common error is filling in both fields for a single contribution type. This creates ambiguity for the payroll department, which will not know which amount to deduct. This will delay the start of your contributions. To avoid this, decide on one method per contribution type and fill in only the corresponding field.
The participant's signature and the date in Section E are the most critical elements for authorizing the enrollment, yet they are frequently missed. An unsigned or undated form is legally invalid and will be rejected outright. This means no account will be opened and no contributions will be made until a properly executed form is received, potentially causing the applicant to miss out on investment gains. Always perform a final check to ensure the signature and date fields are completed.
The form clearly instructs, 'If contribution change only, do not complete Section D: Investment Allocation.' However, individuals who are only adjusting their contribution amount often fill out Section D unnecessarily. This can be misinterpreted as a request to change the investment allocation as well, potentially triggering an unwanted rebalancing of their entire account. To avoid this, if you are only changing your contribution rate, leave Section D completely blank.
The Social Security Number is the primary identifier for the account, but typos, number transpositions, or illegible handwriting are common mistakes. An incorrect SSN will result in a failure to identify the participant, making it impossible to open the account or process contributions. This leads to an immediate rejection of the application. To prevent this, carefully write or type the number and double-check it for accuracy. Using a digital form-filler can eliminate legibility issues.
The form specifies the MM-DD-YYYY format for the 'Date of Birth' and 'Date of Hire'. Applicants may use a different regional format (like DD-MM-YYYY) or write out the month, causing data entry errors in the system. This can lead to incorrect age calculations for features like catch-up contributions and delays in processing. Always use the exact numerical format requested. AI-powered form fillers like Instafill.ai can automatically format dates correctly to prevent these errors.
When selecting the 'PortfolioXpress' automated investment option, the applicant must fill in their target retirement year. This information is essential for placing them in the correct target-date fund portfolio. Forgetting to fill in the year makes the automated allocation impossible to execute. The form will be considered incomplete and returned for correction, delaying the investment process. Always complete this field if you choose the one-step option.
If the form is printed and completed by hand, poor handwriting can render critical information like names, addresses, and contribution amounts unreadable. This is a frequent cause of data entry errors, returned mail, and significant processing delays. If the original form is a non-fillable PDF, a service like Instafill.ai can convert it into a fillable digital version, allowing you to type your information clearly and avoid any issues related to legibility.
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