Enrollment is easy!
  • Complete the top portion of the “Salary Deferral Agreement” in this pocket.
  • Complete “Section - Deposit Directive” – Indicate the total dollar amount you wish to defer.
    • Indicate where you would like to your dollars allocated.
  • Complete “Section - Designation of Beneficiary”. If necessary please seek legal assistance in this matter.
  • Please sign and mail your completed form to North Shore Bank in the envelope provided or drop it off at your payroll office.
Those municipal employees and educators who wish to save money for a more comfortable retirement.

Account Management Resources:


Note:
  • Our representatives may not give legal or tax advice. Please consult your attorney or tax advisor for answers to your specific tax questions.

Still have questions?

Contact us with additional questions: Email | 877.672.2265