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Do not write in this both Coronavirus, Aid, Relief and Economic Security (CARES) Deferred COMPENSATION PLAN LOAN REQUEST FORM agency payroll code(212) 3067760 1888DCP3113 (outside NYC) Website: nyc.gov/deferredcomp

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How to fill out deferred compensation plan

01

Step 1: Review the terms and conditions of your deferred compensation plan carefully to understand the rules and regulations.

02

Step 2: Determine the percentage or amount of your salary that you wish to defer into the plan.

03

Step 3: Choose the investment options available within the plan based on your risk tolerance and long-term financial goals.

04

Step 4: Complete the necessary paperwork provided by your employer to enroll in the deferred compensation plan.

05

Step 5: Select the contribution frequency and method, such as payroll deductions, that suits your financial situation.

06

Step 6: Monitor the performance of your deferred compensation plan regularly and make adjustments as needed.

07

Step 7: Consult with a financial advisor or tax professional to understand the tax implications and any potential penalties associated with your deferred compensation plan.

08

Step 8: Take advantage of any employer matching contributions or other benefits offered as part of the plan.

09

Step 9: Review and update your deferred compensation plan periodically to align with changes in your financial circumstances or goals.

10

Step 10: Utilize the funds from your deferred compensation plan according to the regulations set forth by your employer and applicable laws.

11

Note: The exact steps may vary depending on the specific details of your deferred compensation plan and employer's policies.

Who needs deferred compensation plan?

01

High-earning individuals: Deferred compensation plans are particularly beneficial for high-earning individuals who can afford to defer a portion of their income and delay receiving it until retirement.

02

Executives and key employees: These individuals often have access to deferred compensation plans as part of their compensation packages.

03

Individuals nearing retirement: Deferred compensation plans can provide an additional source of income during retirement years, offering financial stability and flexibility.

04

Professionals with seasonal income: Those who earn income in a specific season or have irregular earning patterns can utilize deferred compensation plans to manage cash flow effectively.

05

Employees looking for tax advantages: Deferred compensation plans can offer tax advantages by deferring income to a later date when tax rates may be lower.

06

Individuals with long-term financial goals: The ability to defer income and potentially earn investment returns within a deferred compensation plan can help individuals achieve their long-term financial goals.

07

Note: It is important to consult with a financial advisor or tax professional to determine if a deferred compensation plan is suitable for your specific financial situation and goals.

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What is deferred compensation plan?

A deferred compensation plan is a savings and investment tool that allows employees to set aside a portion of their income for retirement or other financial goals, with the funds being distributed at a later date.

Who is required to file deferred compensation plan?

Employers are typically responsible for setting up and administering deferred compensation plans for their employees.

How to fill out deferred compensation plan?

Employees can typically enroll in a deferred compensation plan through their employer's HR department or benefits portal.

What is the purpose of deferred compensation plan?

The purpose of a deferred compensation plan is to help employees save for retirement and other financial goals in a tax-advantaged way.

What information must be reported on deferred compensation plan?

Deferred compensation plans typically require information such as the employee's contribution amount, investment selections, and distribution options.

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