YWCA Retirement Fund Benefit Estimator Help
---------------------------------------------------------------------------------------------------------------------------------------
DATA ENTRY FORMS
---------------------------------------------------------------------------------------------------------------------------------------
Current Account
Balance |
You may find this
information on your most recent quarterly statement or by calling the
Fund |
Current Status |
Using the drop down
menu, select whether you are an active or inactive participant |
Current Annual Salary |
Fill-in your expected
annual salary for this calendar year |
Date of Birth |
Click on the calendar
to select your date of birth or you may type it in a mm/dd/yyyy
format |
I’d like to see
benefits for my beneficiary |
If you would like
your annuity as a Joint and Survivor form, then click this box.
That means your monthly benefit will be reduced during your lifetime
but you will be able to provide some monthly income for a beneficiary. |
Employer Cont. Rate +
Fund Match |
This choice is for
active participants only. Every year your employer elects 1 of 4 contribution
rates. The Fund pays an additional
matching contribution based upon the contribution rate chosen by your
employer. Please select the
one that your employer has chosen.
|
Enter My Optional
Contributions as |
If you are eligible
to make Optional Employee After-Tax Contributions, will you be making
a contribution based on a percentage of your current gross salary or
would you like to contribute a fixed dollar amount every pay period? |
---------------------------------------------------------------------------------------------------------------------------------------
SLIDERS
---------------------------------------------------------------------------------------------------------------------------------------
Annual Interest Rate |
Move the slider from left to right to select an annual interest rate
between 0 and 5 % |
Optional Employee
After Tax Contributions |
If you would like
to contribute based upon a percentage of your salary, move the slider
from left to right to select an amount between 0% and 10%.
If you would like to contribute a fixed dollar amount, please
type in an amount that does not exceed 10% of your gross salary. |
Age at Termination |
Move the slider
from left to right to select your age (between 40 and 85) when you will
terminate employment with your YWCA |
Age at Retirement |
Move the slider
from left to right to select the age (between 40 and 85) at which you
will begin retirement |