Get the free Deferred Comp Change Request Form v2 - Wayne County ... - wcers

Wayne County Employees Retirement System 28 West Adams Suite 1900 Detroit, MI 48226 Phone: 888.600.6033 Fax: 313.224.4883 / 313.224.1917 Deferred Compensation Change Request Form Information About

How to fill out deferred comp change request

How to fill out a deferred comp change request:

1. Start by obtaining the appropriate form for the deferred comp change request. This form can usually be found on your employer's website or by contacting your HR department.
2. Fill out your personal information accurately, including your name, employee ID, and contact details. Make sure to provide any additional information that may be required, such as your department or position.
3. Indicate the reason for your deferred comp change request. This could include options such as changing the contribution amount, updating investment allocations, or modifying the timing of the contributions.
4. If you are changing the contribution amount, specify the new amount you wish to contribute. This may be a percentage of your salary or a fixed dollar amount. Be sure to double-check this information for accuracy.
5. If you are updating investment allocations, provide details on how you would like your deferred comp funds to be distributed among the available investment options. This could involve specifying specific percentages or selecting pre-determined investment portfolios.
6. If you wish to modify the timing of your contributions, specify the desired start and end dates for the change. This could include delaying or accelerating contributions during a certain period.
7. Review the completed form thoroughly to ensure all information is accurate and complete. Make any necessary corrections before submitting the form.
8. Sign and date the form as required, following any additional instructions provided by your employer.
9. Submit the form according to the specified submission process. This may involve sending it electronically or mailing a physical copy to the appropriate department or address.
10. Keep a copy of the filled out form for your records.

Who needs a deferred comp change request?

A deferred comp change request is typically needed by employees who participate in a deferred compensation plan and wish to make changes to their contribution amount, investment allocations, or timing of contributions. This could include individuals who wish to increase or decrease their contributions, modify their investment strategy, or adjust the timing of their deferred comp contributions to align with changing financial goals or circumstances. It is important to check with your employer to determine if they offer a deferred comp change request process and to understand any specific criteria or limitations that may apply.

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What is deferred comp change request?

Deferred comp change request is a form used to make changes to an individual's deferred compensation plan.

Who is required to file deferred comp change request?

Employees who participate in a deferred compensation plan are required to file a deferred comp change request if they wish to make changes to their plan.

How to fill out deferred comp change request?

To fill out a deferred comp change request, individuals must provide their personal information, details of the changes they wish to make to their plan, and any supporting documentation.

What is the purpose of deferred comp change request?

The purpose of a deferred comp change request is to allow individuals to make changes to their deferred compensation plan in accordance with the plan's rules and regulations.

What information must be reported on deferred comp change request?

Information such as the individual's name, account number, requested changes to the plan, and any supporting documentation must be reported on the deferred comp change request.

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