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County of Santa Clara 457 DEFERRED COMPENSATION plan EMPLOYEE CHANGE FORM To change future or existing investment allocations, call ICM ARC at 8006697400 or log into your account at www.icmarc.org. Use

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How to fill out icma deferred compensation 457

01

First, gather all the necessary information and documents needed to fill out the ICMA Deferred Compensation 457 form.

02

Next, carefully read through the instructions provided with the form to understand the requirements and guidelines.

03

Start by providing your personal information such as your name, address, social security number, and contact details.

04

Fill out the employment details section, including your current employer's information and other relevant employment details.

05

Proceed to the contribution details section and indicate the amount you wish to contribute to the ICMA Deferred Compensation 457 plan.

06

Provide any additional information or documentation required, such as beneficiary information or investment choices.

07

Review the completed form to ensure all the information is accurate and complete.

08

Sign and date the form as required.

09

Submit the filled-out form to the appropriate ICMA Deferred Compensation 457 office or administrator as instructed.

Who needs icma deferred compensation 457?

01

ICMA Deferred Compensation 457 is typically designed for employees of state and local governments, as well as employees of certain tax-exempt organizations.

02

Individuals who are looking to save for retirement and have access to this type of retirement savings plan can benefit from the ICMA Deferred Compensation 457.

03

It is a useful tool for employees who want to supplement their pension or other retirement income sources.

04

Those who want to take advantage of tax advantages and potential investment growth offered by the ICMA Deferred Compensation 457 may find it valuable.

05

Employers who aim to provide additional retirement savings options for their employees can offer the ICMA Deferred Compensation 457 plan.

06

It is crucial to consult with a financial advisor or retirement planning professional to determine if ICMA Deferred Compensation 457 is suitable for specific individuals or organizations.

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What is icma deferred compensation 457?

ICMA deferred compensation 457 is a retirement savings plan offered to employees of state and local governments, as well as certain tax-exempt organizations.

Who is required to file icma deferred compensation 457?

Employees of state and local governments, as well as certain tax-exempt organizations, may be required to file ICMA deferred compensation 457.

How to fill out icma deferred compensation 457?

To fill out ICMA deferred compensation 457, employees need to provide information about their contribution amounts, investment elections, and beneficiaries.

What is the purpose of icma deferred compensation 457?

The purpose of ICMA deferred compensation 457 is to allow employees to save for retirement on a tax-deferred basis.

What information must be reported on icma deferred compensation 457?

Information such as contribution amounts, investment elections, beneficiary designations, and account balances must be reported on ICMA deferred compensation 457.

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