457 Deferred Compensation Plan Catch-Up Provision Packet
457 Deferred Compensation Plan Catch-Up Provision Packet (Plan Number 300832)
This packet has information on the Age-50 and Pre-Retirement Catch-up provisions. To take advantage of the Age-50 Catch-up described in this packet, complete the 457 Deferred Compensation Plan Amount of Deferral Change Form.
Send your completed form to:
Pension Administration Division
City Hall Room 1400
Box 42
Contact the Pension Administration Division to discuss using the Pre-Retirement Catch-up.
457 Deferred Compensation Plan Amount of Deferral Change Form
457 Deferred Compensation Plan Amount of Deferral Change Form (Plan Number 300832)
Use this form to make changes in the amount of your deferral to your ICMA-RC 457 Deferred Compensation Plan.
Send your completed form to:
Pension Administration Division
City Hall Room 1400
Box 42
Employee Information Change Form
Change your Employee Information (Plan Number 300832)
- Address Changes -To make address changes use Account Access or call 800-669-7400.
- Beneficiary Designation - Please use Account Access to change your beneficiary designation.
- Fund/Asset Allocation Changes - To make s changes to your funds or allocations, please use Account Access or call 800-669-7400.
- Marital Status - Please use Account Access to change your marital status.
- Name Changes - To change your name, please complete the Name Change Form.
You may also call:
ICMA-RC Investor Services
1.800.669.7400
Monday-Friday; 8:30 a.m. to 9 p.m.
Emergency Withdrawal Packet
Unforeseeable Emergency Withdrawal Packet (Plan Number 300832)
Provides information on taking an emergency withdrawal from your 457 Plan due to an "unforeseeable emergency." Forms and examples of Qualifying and Non-Qualifying Requests are included. Call the Pension Administration Division to discuss what documentation you will need to provide and to arrange an appointment to hand in your completed application.
Loan Packet
Loan Packet (Plan Number 300832)
Provides information on taking a loan from your 457 Plan. However, you may apply for a loan online at the ICMA-RC website. Click on Manage My Account and Loans to apply for a loan or to estimate loan payments. You may have only one outstanding loan at a time and you may apply for only one loan during any calendar year.
Transfer to Purchase Service Credit
Transfer to Purchase Service Credit (Plan Number 300832)
Provides information on using your 457 Plan money to purchase prior service in an eligible defined benefit retirement plan.