Employers can provide retirement plan matches based on qualified student loan payments certified by the employee or made directly through payroll deduction. This form is used to register for the student loan match under the certification model only.
You must register before any student loan payments will qualify for the employer match. The amount of any match will be determined under your employer's match policies.
In order to qualify for an employer match, you will be required to certify that (1) you made the student loan payments; (2) the loan is a qualified education loan used to pay for qualified higher education expenses of you, your spouse, or your dependent; and (3) you incurred the student loan.