Get Ny Deferred Compensation Plan Change Form 2019-2025

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.

1. Click ‘Get Form’ button to access the NY Deferred Compensation Plan Change Form and open it in your preferred editor.
2. Review the initial instructions on the form carefully; note that this is not an enrollment form, but one for making changes.
3. In Section 1, indicate which accounts the changes apply to by marking the appropriate boxes for the 457 Plan and/or 401(k) Plan.
4. 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.
5. Complete Section 3 with your participant information, including your last name, first name, middle initial, date of birth, and contact details.
6. If applicable, provide documentation for any name or social security number changes as required in Sections 4 and 5.
7. Enter your email address in Section 6 to consent to receive documents electronically. You can manage your preferences later.
8. In Section 7, list your beneficiaries by filling in their information, and specify the percentages of the account balance they would receive.
9. After finishing all sections, review your entries for accuracy and ensure all necessary documentation is attached.
10. 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.
11. Once completed, you can save changes, download, print, or share the form as needed.

Complete your NY Deferred Compensation Plan Change Form online today.