Get Ny Deferred Compensation Plan Dc-3780 2021-2026

Filling out the NY Deferred Compensation Plan DC-3780 form online is a vital step in managing your retirement benefits. This guide will walk you through each section of the form, ensuring that you have all the necessary information to complete it accurately.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and access it for editing.
2. Provide your personal data in the designated fields. Enter your full name, home address, date of birth, city, state, zip code, home telephone number, and either your account number or the last four digits of your social security number.
3. Move to the beneficiary information section. Read the guidelines carefully to understand the requirements for naming beneficiaries. Ensure each beneficiary has their name, relationship to you, date of birth, and a percentage that adds up to 100%.
4. Fill in primary beneficiary details. You must provide the full name, social security number, relationship, date of birth, and address for each primary beneficiary. Select whether you want to distribute the percentages equally.
5. Proceed to the contingent beneficiary section and repeat the process for entering details similar to the primary beneficiaries. Ensure this section also totals to 100%.
6. Review your entries for accuracy, confirming that all required fields are filled and percentages sum to 100%.
7. Upon completion, sign the form and date it. This signature revokes all prior designations.
8. Finally, save any changes, and choose to download or print the completed form. You may also share it with relevant parties as needed.

Complete your NY Deferred Compensation Plan DC-3780 online today and secure your retirement benefits.