Commonwealth of Virginia 457 Deferred Compensation Plan: Retirement Solutions Made Simple

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    Forms

    Account Updates | Deferrals/Special Situations | Distributions | Incoming Rollovers | Enrollments - Wage Employees Only | Account Access

    Account Updates
    Description Download
    Beneficiary Designation Form
    Complete this form to choose or change the designated beneficiary for your account. You can also log in to your account and complete this online to ensure an immediate update to your beneficiary information.
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    Personal Information Change Request For Inactive Wage/Part-Time Employees
    Use this form to change your name and/or marital status if you are currently employed by the Commonwealth in a non-benefit-eligible position or if you are retired and not a VRS deferred member/retiree. If you are a VRS retirement plan member, you will need to provide your name change to your employer. If you are a retiree from the VRS retirement plan, please contact VRS to update your name.
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    Approved Domestic Relations Orders - Defined Contribution Account(s)
    The Code of Virginia authorizes VRS to make a direct payment to a former spouse if the court awards your former spouse part of your benefit. In this situation, provide this form to your attorney to submit.
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    Deferrals/Special Situations
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    Standard Catch-up Form
    This packet is used for the Standard Catch-Up feature that is available in the Commonwealth of Virginia 457 Deferred Compensation Plan.
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    Payroll Authorization - One-Time Deferral Form
    This form can be used to notify your Payroll Officer that you would like to make a one-time deferral into your Commonwealth of Virginia 457 Deferred Compensation Plan. It cannot be used to change your contribution election on file with MissionSquare Retirement.
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    457 Uniform Service Leave Make-up Form
    This packet is completed by participants who served in the military, returned to the workforce and are making additional contributions under USERRA.
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    Dual Employment Form
    This form is used by participants who work for more than one employer participating in the Commonwealth of Virginia 457 Deferred Compensation Plan and wish to make contributions from both employers.
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    Distributions
    Description Download
    Distribution Request
    Log in to your account and select Withdrawals to request a full, partial, installment, or required minimum distribution (RMD) from your account.
    Login

    In-Service Distribution Request Form
    Log in to your account and download the In-Service Distribution Request Form to request:

    • a withdrawal from money that was previously rolled into the plan from another retirement plan, or
    • an age 70.5 withdrawal
    Login
    Direct Rollover/Transfer Request Form
    Log in to your account and download the Direct Rollover/Transfer Request Form to request a rollover or transfer from the plan.
    Login
    Request for Transfer to Purchase Service Credit 
    Use this form to request to transfer contribution funds from your plan to VRS to purchase service credit.
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    457 Emergency Withdrawal Form
    Log in to your account and download the 457 Emergency Withdrawal Form to review the guidelines and request a withdrawal of funds due to an unforeseeable emergency.
    Login
    De Minimis Distribution Form
    Log in to your account and download the De Minimis Distribution Form.
    Login
    Beneficiary Claim Request Form
    This form is used by beneficiaries to claim account assets when a participant has passed away.
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    IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments
    Use this form if you would like to change your tax withholding on your distribution.
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    Incoming Rollovers
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    Incoming Direct Rollover Form
    Use this form to request a direct rollover of your assets from your previous employer’s retirement plan (401(a), 401(k), Governmental 457(b), 403(b), Federal Thrift Savings) to your Commonwealth of Virginia 457 Deferred Compensation Plan.
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    Coronavirus-Related Distribution (CRD) Repayment Form
    Use this form to repay your CRD within three years of taking the distribution.
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    Enrollments - Wage Employees Only
    Description Download
    Wage Participant Enrollment Form
    Use this form to enroll in the Commonwealth of Virginia 457 Deferred Compensation Plan only if you are a wage employee and not benefit-eligible. Salaried employees can enroll online or call Participant Services at 877-DC-PLAN1 (877-327-5261).
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    Account Access
    Description Download
    Information Release Authorization
    Use this form to authorize a third party to obtain information regarding your account. Please note that it does not authorize this individual to conduct transactions on your behalf.
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    Account Access
    Defined Contribution Log-in: