Follow the steps to fill out the form online with ease.

1. Click on the ‘Get Form’ button to access the ICMA-RC 457 Loan/Refinance Form Packet and open it in your editing tool.
2. Fill in the participant information. This includes your full name, Social Security number, daytime phone number, mailing address, and marital status. Make sure to transfer all information clearly and accurately to avoid delays.
3. Choose between applying for a new loan or refinancing an existing loan. Indicate your choice by selecting the appropriate checkbox and providing the loan amount or additional amount you wish to borrow.
4. Specify the loan term requested in months. This term must align with the parameters set forth in your employer's Loan Guidelines. Ensure that you adhere to the allowed maximum loan terms.
5. Describe the purpose of the loan. This section typically requires that you specify whether the loan is for a particular necessity, such as a home purchase.
6. Sign the participant signature section, confirming that you've read the instructions and provided accurate information. Also, include the date of your signature.
7. Select your repayment method, either through payroll deduction or ACH debit. If selecting ACH, complete the required authorization form.
8. Submit the completed form to your employer for authorization. Do not submit it directly to ICMA-RC, as this may delay processing.
9. Once approved by your employer, receive the loan documents and funds sent to you by ICMA-RC. Review all documentation carefully and follow the provided instructions.
10. Begin making repayments according to the established repayment schedule, ensuring timely compliance with all payment obligations.

Complete and submit your ICMA-RC 457 Loan/Refinance Form Packet online today to manage your retirement financing effectively.