Get Mndcp

Filling out the Mndcp (Minnesota Deferred Compensation Plan) can seem daunting, but this guide will walk you through each step in a straightforward manner. Whether you are rolling over retirement funds or selecting investment options, we are here to help you navigate the process with ease.

Follow the steps to successfully complete the Mndcp form online.

1. Click the ‘Get Form’ button to obtain the Mndcp form and open it in the designated editor.
2. Provide your personal information in the 'Information about you' section. This includes your last name, first name, middle initial, account ID or Social Security number, state, zip code, mailing address, and phone numbers. If your address has changed, check the corresponding box.
3. In the 'Rollover information' section, indicate your rollover choice by selecting from the options provided for pre-tax or Roth after-tax amounts. If you are rolling over Roth after-tax amounts, ensure you attach the required Tax Distribution Statement.
4. Fill out the previous plan provider information, including the company name, account number, mailing address, city, state, zip code, and phone number. It’s recommended to contact your previous plan provider for any additional forms or information you may need.
5. Enter the approximate amount of the rollover in the designated field, if you do not know the exact amount.
6. Choose your investment options in the 'Investment option selection' section. You can either select a Target Retirement Fund based on your expected retirement date or create your own investment mix by selecting from various investment options. Ensure that your total selection equals 100%.
7. In the 'Required authorization' section, provide your signature and the date, confirming that all the information provided is correct and that you understand the rollover process.
8. Once everything is filled out, save your changes. You can then download the form, print it for your records, or share it with your plan provider as needed.

Start the process now by completing your Mndcp form online.