Page 1 of 4 Please Sign Page 4Deferred Compensation Plan Change FormDO NOT WRITE IN THIS BOX Agency Payroll Code(212) 3067760 1888DCP3113 (outside NYC) Web site: nyc.gov/deferredcompMail (do not fax).
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How to fill out the NY Deferred Compensation Plan Change Form online
The NY Deferred Compensation Plan Change Form is designed to facilitate updates and changes to your existing deferred compensation accounts. This guide provides clear, step-by-step instructions to assist users in accurately completing the form online.
Follow the steps to fill out the NY Deferred Compensation Plan Change Form.
- Click ‘Get Form’ button to access the NY Deferred Compensation Plan Change Form and open it in your preferred editor.
- Review the initial instructions on the form carefully; note that this is not an enrollment form, but one for making changes.
- In Section 1, indicate which accounts the changes apply to by marking the appropriate boxes for the 457 Plan and/or 401(k) Plan.
- In Section 2, select all types of changes you wish to make by marking the corresponding boxes, such as address change, email address update, or changes to beneficiary information.
- Complete Section 3 with your participant information, including your last name, first name, middle initial, date of birth, and contact details.
- If applicable, provide documentation for any name or social security number changes as required in Sections 4 and 5.
- Enter your email address in Section 6 to consent to receive documents electronically. You can manage your preferences later.
- In Section 7, list your beneficiaries by filling in their information, and specify the percentages of the account balance they would receive.
- After finishing all sections, review your entries for accuracy and ensure all necessary documentation is attached.
- Finally, sign and date the form in Section 8 to affirm the truthfulness of the information. If you have made beneficiary changes, ensure the form is notarized as indicated in Section 9.
- Once completed, you can save changes, download, print, or share the form as needed.
Complete your NY Deferred Compensation Plan Change Form online today.
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Get answers to your most pressing questions about US Legal Forms API.
How do I contact NYC deferred comp?
As always, you can speak with a Deferred Compensation Plan Customer Service Representative about the Plan and your account(s) on the phone by calling at (212) 306-7760.
What is the phone number for deferred comp NY?
Note that board members do not have your personal account information, so please address questions related to your account to the HELPLINE, at 1-800-422-8463, or to your local Account Executive.
What is the NYS deferred comp limit for 2023?
If a participant is contributing to another 401(k) or a 403(b) plan, the total annual contribution to all plans must be combined and cannot exceed $22,500 in calendar year 2023 ($20,500 in calendar year 2022).
What is the phone number for New York State Deferred Compensation Plan?
Note that board members do not have your personal account information, so please address questions related to your account to the HELPLINE, at 1-800-422-8463, or to your local Account Executive.
What is the deferred compensation plan of New York?
The New York City Deferred Compensation Plan (DCP) allows eligible New York City employees a way to save for retirement through convenient payroll deductions. DCP is comprised of two programs: a 457 Plan and a 401(k) Plan, both of which offer pre-tax and Roth (after-tax) options.
How do I contact NYC deferred compensation?
As always, you can speak with a Deferred Compensation Plan Customer Service Representative about the Plan and your account(s) on the phone by calling at (212) 306-7760.
How do I change my deferred compensation plan?
If you would like to change your monthly contribution amount, you will need to access the Employee Self-Service (ESS) link to request the change. Once you access the home page you will click on the Benefits Icon, then click on Life and Benefit Events to begin the process.
What is the maximum contribution for NYS deferred compensation in 2023?
The purpose of this bulletin is to notify agencies of the following maximum contribution limits for employees enrolled in the New York State Deferred Compensation Plan for calendar year 2023: The regular yearly contributions amount for Deferred Compensation will increase from $20,500.00 to $22,500.00.
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