Forms are provided in this section as viewable PDFs that can be printed. Forms cannot be completed online because they must be filled out, signed and, in some cases notarized, before they can be accepted by Plan Administration.
To view the desired packet or form, simply click on its title in the following list.
Use this form to request a one-time payment from your governmental 457 deferred compensation plan or 401 plan for a coronavirus related distribution.
Use this form to establish the amount of accrued leave you would like to defer to your 457 account as a result of your separation from service.
Are you the beneficiary of a deceased participant's account? If so, use this form to set up a beneficiary account and initiate withdrawals from the deferred comp plan.
Use this form to have your payments directly deposited into your bank account.
Use this form to roll over outside retirement accounts into the deferred comp plan.
Use this form to designate a beneficiary for your account. Submitting this form will ensure your assets are distributed according to your wishes in the event of your death.
Use this form to give another person authorization to obtain information regarding your account. This form does not authorize an individual to conduct transactions on your behalf.
Use this form to convert eligible pre-tax assets inside your deferred comp plan to after-tax (Roth) assets. The assets you convert to Roth assets are generally subject to federal and state income tax in the year of the conversion. No taxes will be withheld as part of the conversion. .
To be completed by active employees, use this form to either discontinue deferrals to your life insurance policy or cancel the policy completely.
To be completed by employees separated from services, use this form to either allow the cash surrender value of your policy to maintain the policy itself or to transfer the cash surrender value to other investment options.
Use this form to grant authorization in the capacity of attorney-in-fact.
Use this form to take advantage of the "Pre-Retirement Catch-up Provision," which allows savers to make additional contributions to the deferred comp plan beyond annual IRS limits.
Use this form for partial withdrawals or a full surrender of your insurance policy.
Use this form to apply for an unforeseeable emergency withdrawal. IRS regulations state that a hardship is an unforeseeable emergency or "severe financial hardship" as a result of events beyond the control of the participant.