Describe your plan, elections, and beneficiary process. Makeform creates an editable retirement election form for employee details, plan choices, contributions, beneficiaries, and acknowledgments.
Route completed elections to email, Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt the plan language, and send it to the builder. These examples cover form design, not plan or investment advice.
Audience
Eligible employees making an initial plan election
Format
Guided enrollment with beneficiary details
Prompt size
364 chars
Example form structure
Guided enrollment with beneficiary details
Employee identity and eligibility date
Which retirement plan option do you elect?
Contribution percentage
Primary and contingent beneficiaries
Acknowledgment, signature, and date
Suggested routing tags
New enrollments
Election changes
Needs HR review
Use separate percentage fields for each beneficiary and ask the employee to confirm that the total equals 100% before submission.
Step 1
Identify
employee and eligibility details
Step 2
Elect
plan and contribution instructions
Step 3
Designate
primary and contingent beneficiaries
Step 4
Review
acknowledgment, signature, and HR status
Why structured elections matter
Connect each choice to the details payroll and benefits teams need. Required fields and branching reduce missing totals, unclear dates, and irrelevant questions.
Show enrollment, change, or declination questions only when relevant.
Collect multiple primary and contingent beneficiaries with a consistent set of identity, relationship, contact, and allocation fields.
Keep the election, supplied acknowledgments, signature, date, and internal processing status together for benefits-team review.
Common election workflows
Start with the election event, then replace sample labels with options and language supplied by your plan administrator.
Capture the plan selection, contribution instruction, payroll date, and first beneficiary designation in one guided flow.
Ask what is changing, reveal the matching inputs, and preserve a clear requested effective date for administrative review.
Offer add-another controls and separate primary from contingent allocations so the final designation is easy to check.
Record that an eligible employee declined, alongside your supplied acknowledgment and information about future election opportunities.
Build the workflow
Makeform creates the structure; HR and plan teams provide options, notices, deadlines, and processing rules.
Name the plan, audience, window, choices, contribution formats, and beneficiary requirements.
Replace sample text with the summaries, acknowledgments, deadlines, and instructions supplied by your organization and plan administrator.
Route enroll, change, and decline paths separately; require allocation totals and reveal spouse, trust, or contingent details when applicable.
Notify the responsible team, assign a processing status, and export the structured submission to the system used for follow-through.
Collection methods
Related election data is difficult to reconcile across paper, email, and separate beneficiary documents.
Field guide
Use these six sections as a checklist, then tailor fields to your plan and payroll workflow.
Employee identity
Collect the identifiers needed to locate the employee and plan record. Separate employee and internal fields.
Election choice
Use controlled options and branch for enrollment, a contribution change, beneficiary update, or declination.
Contribution instruction
Separate percentage and fixed-amount paths so every entered number has a clear unit.
Beneficiary designation
Repeat consistent fields, distinguish primary from contingent status, and prompt for complete totals.
Notices and acknowledgment
Show notices for the selected path. Link to plan materials and question contacts.
Signature and processing
Collect signature and date, then reserve internal fields for status, notes, and follow-up.
Related tools
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Open toolFAQ
Practical answers for HR administrators designing retirement plan election intake.
It records an employee's administrative retirement plan choices, such as enrollment or declination, plan option, contribution, effective date, beneficiaries, acknowledgment, and signature. Fields and language should follow the employer's plan materials.
Collect employee identifiers, event date, election type, plan choice, contribution, effective date, and beneficiaries. Add supplied notices, acknowledgment, signature, date, and internal processing fields. Remove questions irrelevant to the selected path.
Yes. Use repeatable groups for primary and contingent beneficiaries, including the required identity and allocation fields. Ask employees to confirm each class totals 100%, then route exceptions to HR.
Yes. Begin with an election type and show conditional sections. Enrollment reveals plan, contribution, and beneficiary questions; changes request current and new instructions; declination shows the supplied acknowledgment.
No. The builder structures administrative intake. Your organization and plan administrator should supply options, notices, deadlines, and contacts. Employees should use designated plan resources or an appropriate professional for personal guidance.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and collect elections without an invented response cap. A paid tier is available to remove the Makeform badge.
Notify the benefits team or route structured data through supported integrations. Use internal statuses such as received, needs clarification, processing, and completed for a consistent queue.
Use the builder for structure and workflow, but insert current notices supplied by the employer or plan administrator. Link plan documents and have the responsible team review the form before sharing.
Turn a complex election packet into a guided form.
