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Enrolling in Your 403(b) Plan

Enrolling in Your 403(b) Plan. Choose an option below: Enroll, Change or Stop Contributions Use the Maximum Calculation Modeling Tool. Step 1: Log on to Self-Service at http://leo.cc.emory.edu and enter your Network ID and Password.

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Enrolling in Your 403(b) Plan

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  1. Enrolling in Your 403(b) Plan Choose an option below: Enroll, Change or Stop Contributions Use the Maximum Calculation Modeling Tool

  2. Step 1: Log on to Self-Service at http://leo.cc.emory.eduand enter your Network ID and Password. Step 2: Click on Self Service to expand your available selections. NEXT BACK

  3. Step 3: Select the Benefits tab Step 4: Select 403(b) Savings Plan Election BACK NEXT

  4. Step 5: Choose “Click here to enroll, change or stop 403(b) elections” Step 6: If you are a new hire, you will be asked to complete a “Certificate of Participation.” Select the option that applies to you and then select “Save Certification and Begin Enrollment.” Current employees will go directly to step 7. BACK NEXT

  5. Once you click “Begin Enrollment” you will be taken to a single page that: • Displays your current contributions, if you have any; • Allows you to select your contribution % amount; • Allows you to select your vendor(s); and, • Provides an overview of the Authorization for Payroll Deduction. Step 7: Click “Begin Enrollment” to enroll, change or stop your 403(b) contributions as well as select or edit your vendor(s). BACK NEXT

  6. If you have current contributions, they will be listed for your information. NEXT BACK

  7. Step 8: Once you have determined your contribution percentage, enter the amount in the field, “YOUR Total Contribution,” then click “Apply.” Step 8a: Here you can select which vendor(s) you wish to direct your basic contributions. Step 8b: If you contribute more than 2%, those contributions are supplemental. Here you can select which vendor(s) and plan(s) you wish to direct your supplemental contributions. (This section only shows if your contribute more than 2%.) NEXT BACK

  8. Step 9: After selecting your elections, click the “Submit Elections” button. Print a copy of this page for your records. GO TO MAXIMIZE YOUR CONTRIBUTION GO TO SELF SERVICE TO BEGIN

  9. Enrolling in Your 403(b) Plan Choose an option below: Enroll, Change or Stop Contributions Use the Maximum Calculation Modeling Tool

  10. Step 1: Log on to Self-Service at http://leo.cc.emory.eduand enter your Network ID and Password. Step 2: Click on Self Service to expand your available selections. NEXT

  11. Step 3: Select the Benefits tab Step 4: Select 403(b) Savings Plan Election BACK NEXT

  12. Once you choose “Click here to model 403(b) maximum contributions” you will be taken to a single page that: • Displays your current elections; • Allows you to enter your anticipated salary base; • Displays your YTD earnings and max allowed contributions; • Allows you to enter other retirement saving contributions; and, • Updates your percent to max your contributions. Choose “Click here to model 403(b) maximum contributions.” NEXT BACK

  13. Once in the tool, your current elected contribution percentages are displayed. NEXT BACK

  14. Anticipated Annual Salary (Step 1):This is your current anticipated salary. If there is a change due to salary increases or other circumstances, this field can be adjusted. Use caution when adjusting this number. Note: Overtime and Bonuses are generally not to be included. • Year To Date Earnings (Step 2): This is the salary that you have received for the year so far that is 403(b) eligible. This number cannot be adjusted. • IRS Maximum Allowed (Step 3): This is the amount that the IRS allows you to contribute according to your age. This number cannot be adjusted. • YTD 403(b) Contributions Under This Plan (Step 4):  This amount is what you have contributed to your Emory 403(b) Savings Plan so far for the year. Note: If you are contributing or have contributed to another 403(b) or 401(k) plan, you will need to adjust this number to account for those contributions as this will impact your max percentage. BACK NEXT

  15. Percent to Maximize Your Contributions (Step 5):The percentage amount listed is what you can contribute to the 403(b) plan to reach the yearly IRS limit. • If you add a new dollar amount in Step 1 and/or Step 4, click the Update Estimate button to recalculate the percentage amount. • Note: The first 2% of this amount is your employee basic contribution and the remainder will be your supplemental contribution. 56.741 NEXT BACK

  16. Once you have determined the maximum contribution percentage and you wish to maximize your contributions, click Return to 403(b) Self Service Page at the bottom of the page to access the option to “Click here to enroll, change or stop 403(b) elections.” You will now be able to update your contribution amount based on your new maximum contribution calculation. (See instructions for Enroll, Change or Stop Contributions.) GO TO SELF SERVICE TO BEGIN BACK

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