Get Nyc Deferred Comp

Filling out the Nyc Deferred Comp form online can streamline the process of transferring retirement funds into the City’s plans. This guide will provide you with clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete the Nyc Deferred Comp form.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. In the personal information section, fill in your Social Security number, date of birth, last name, first name, and middle initial. Provide your home and work telephone numbers along with your complete mailing address, including city, state, agency name, and zip code.
3. In the previous investment provider/plan information section, input the provider or plan name and account number. Fill out the address and plan type by selecting from options such as IRA, 401(k)/403(b)/401(a), or 457. Enter the amount of transfer and provide the contact name and phone number of your previous investment provider.
4. Select your deposit allocation preference. You can choose a pre-arranged portfolio by marking only one option from the provided list of funds or create your own portfolio by entering the percentages for each investment option. Ensure the total equals 100%.
5. Indicate the type of rollover by selecting either 'Direct Rollover' or 'Indirect Rollover.' Review the requirements for each type to ensure compliance.
6. For payment instructions, make checks payable to the appropriate plan (either the 457 Plan or 401(k) Plan) and include your name and the last four digits of your Social Security number on the check.
7. Sign the authorization and signature section. By signing, you confirm the accuracy of the information and your understanding of the rollover treatment eligibility. Ensure you read all necessary terms associated with the plan.
8. Once you have completed all sections, review your document for accuracy. You can then save, download, or print the form as required before submitting it.

Complete your Nyc Deferred Comp form online today for a smooth transfer of your retirement funds.