Get the free Deferred Comp Change Form - County of Riverside

Employee Benefits Division COUNTY OF RIVERSIDE 457 DEFERRED COMPENSATION PLAN CHANGE FORM TO: Human Resources Retirement Division FAX: (951) 9558538 Are you a new participant to the County of Riversides

How to fill out deferred comp change form

How to fill out deferred comp change form:

1. Obtain the deferred comp change form from the appropriate authority or organization. This could be your employer's human resources department or the financial institution managing your deferred compensation plan.
2. Read the instructions on the form carefully to understand what changes can be made and any supporting documents or information required.
3. Fill out the personal information section accurately, including your name, address, Social Security number, and employee identification number.
4. Identify the specific changes you want to make in the designated section. This could include adjusting your contribution amount, reallocating your investments, or modifying your distribution options.
5. Provide any necessary supporting documentation. For example, if you are changing your beneficiary designation, you may need to attach a copy of the new beneficiary form.
6. Review the completed form to ensure all information is accurate and complete.
7. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
8. Submit the form according to the instructions provided. This could involve mailing it to the appropriate address, scanning and emailing it, or submitting it through an online portal.

Who needs deferred comp change form:

1. Employees participating in a deferred compensation plan who wish to make changes to their account.
2. Individuals who want to update their beneficiary designation, contribution amount, investment allocation, or distribution options.
3. Anyone who experiences a change in circumstances that necessitates modifications to their deferred compensation plan, such as a change in employment status, marital status, or financial goals.

For pdfFiller’s FAQs

Can I create an eSignature for the deferred comp change form in Gmail?

It's easy to make your eSignature with pdfFiller, and then you can sign your deferred comp change form right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.

How can I fill out deferred comp change form on an iOS device?

Download and install the pdfFiller iOS app. Then, launch the app and log in or create an account to have access to all of the editing tools of the solution. Upload your deferred comp change form from your device or cloud storage to open it, or input the document URL. After filling out all of the essential areas in the document and eSigning it (if necessary), you may save it or share it with others.

How do I complete deferred comp change form on an Android device?

Use the pdfFiller Android app to finish your deferred comp change form and other documents on your Android phone. The app has all the features you need to manage your documents, like editing content, eSigning, annotating, sharing files, and more. At any time, as long as there is an internet connection.

What is deferred comp change form?

The deferred comp change form is a document used to request changes to a deferred compensation plan.

Who is required to file deferred comp change form?

Employees who are enrolled in a deferred compensation plan may be required to file the deferred comp change form if they wish to make changes to their plan.

How to fill out deferred comp change form?

The deferred comp change form typically requires the employee to provide their personal information, details of the changes they wish to make, and any supporting documentation.

What is the purpose of deferred comp change form?

The purpose of the deferred comp change form is to allow employees to make changes to their deferred compensation plan, such as altering their contribution amounts or investment options.

What information must be reported on deferred comp change form?

The deferred comp change form may require information such as the employee's name, employee ID, current contribution amounts, desired changes, and any beneficiary information.