Get Agency Transfer And Employee Return To Wo

Filling out the Agency Transfer And Employee Return To Wo form is an important process for individuals transitioning between agencies or returning to work after a break in service. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to complete the form correctly

1. Press the ‘Get Form’ button to retrieve the form and open it in your online document editor.
2. Begin by filling in your personal information. In the 'General Information' section, enter your last name, first name, middle name, state, zip code, home address, city, social security number, employee number (if applicable), and date of birth.
3. In the 'Payroll Information' section, specify the requested effective pay date, the agency you are transferring to, and the agency number. Additionally, include your work location and work phone number.
4. Indicate your current deferral to the 457 Deferred Compensation Plan on file with the record keeper, along with your annual salary. Note that changes to deferral amounts must be addressed directly via phone or online, as specified in the form.
5. For an agency transfer, fill in the details of the new agency, including its name, agency number, and your date of hire with the new agency. Also, provide the name and agency number of your previous agency.
6. Make sure to have the form processed by your agency’s payroll office to ensure that deferrals are either continued or restarted. The payroll office should fill in the effective pay period dates before sending it to ING Plan Administration.
7. Obtain the necessary signatures, including both the agency payroll signature and your participant signature, along with the corresponding dates.
8. Once the form is completed and has been reviewed, the new agency will fax it to ING at the provided number.

Complete your documents online today to ensure a smooth transition between agencies or returning to work.