401(a) Retirement Plan<br />457(b) Deferred Compensation Plan: For DC Government Employees

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    Forms

    *In some cases, you might need additional information from your employer to complete the form.

    DC Employees
    UMC Employees

    DC Employees
    Enroll
    401(a) Retirement Plan Enrollment Kit Use this kit to enroll in your 401(a) Retirement Plan.
    457(b) Deferred Compensation Plan Enrollment Kit  Use this kit to enroll in your 457(b) Deferred Compensation Plan.
    Contribution
    Contribution Change Form Use this form to make changes to your contribution amount.
    Rollover/Transfer
    Direct Rollover to ICMA-RC Form Use this form to roll over retirement assets from another account into your District of Columbia 401(a) or 457(b) Plan, for which ICMA-RC is the recordkeeper.
    Investments
    401(a) and 457(b) Fee Disclosure This document includes information to help you understand the fees associated with your 401(a) and 457(b) plans and to compare the expenses and fees of the investment options available in your plan.
    Changing Your Information
    Name Change Form Use this form to update the name and/or marital status that we have on file for your account.
    Beneficiaries
    Beneficiary Designation Form Use this form to make changes to your beneficiary information.
    Beneficiary Account Set-Up and Withdrawal Form Use this form to set up your beneficiary account and withdrawals.
    Withdrawals
    401(a) Benefit Withdrawal Form  Use this form to make withdrawals from your 401(a) Plan.
    457(b) Benefit Withdrawal Form Use this form to make withdrawals from your 457(b) Plan.
    Unforeseen Emergency Withdrawal Form Use this form to make Unforeseen Emergency Withdrawals from your account.
    Tax Withholding Change Form Use this form to specify the taxes you wish to have withheld from payments from your 401(a) or 457(b) plan account.
    Fund Depletion Order Use this form to to request that future payments from your account be withdrawn from specific investments.
    Purchasing Service Credit
    Purchase of Prior Service Credits Form Use this form to purchase prior service credits.
    Loans
    New Loan Application Form Use this form to apply for a new loan from your account.
    Loan Reamortization Form Use this form to request a change in the loan terms for an existing or outstanding loan when you are not requesting an additional loan amount. (Reamortization means changing the terms of the loan, such as the repayment period, interest rate, and frequency of repayment.)
    Catch-Up Provision
    Pre-Retirement Catch-Up Form Use this form to begin making pre-retirement catch-up contributions.

     

    UMC Employees
    Enroll
    401(a) and 457(b) Enrollment Kit Use this kit to enroll in your 401(a) Retirement Plan or 457(b) Deferred Compensation Plan.
    Contribution
    Contribution Change Form Use this form to make changes to your contribution amount.
    Rollover/Transfer
    Direct Rollover to ICMA-RC Form Use this form to roll over retirement assets from another account into your District of Columbia 401(a) or 457(b), for which ICMA-RC is the recordkeeper.
    Changing Your Information
    Name Change Form Use this form to update the name and/or marital status that we have on file for your account.
    Investments
    401(a) and 457(b) Fee Disclosure This document includes information to help you understand the fees associated with your 401(a) and 457(b) plans and to compare the expenses and fees of the investment options available in your plan.
    Beneficiaries
    Beneficiary Designation Form Use this form to make changes to your beneficiary information.
    Beneficiary Account Set-Up and Withdrawal Form Use this form to set up your beneficiary account and withdrawals.
    Withdrawals
    401(a) Benefit Withdrawal Form  Use this form to make withdrawals from your 401(a) Plan.
    457(b) Benefit Withdrawal Form Use this form to make withdrawals from your 457(b) Plan.
    Unforeseen Emergency Withdrawal Form Use this form to make Unforeseen Emergency Withdrawals from your account.
    Tax Withholding Change Form Use this form to to specify the taxes you wish to have withheld from payments from your 401(a) or 457(b) plan account.
    Fund Depletion Order Use this form to to request that future payments from your account be withdrawn from specific investments.
    Purchasing Service Credit
    Purchase of Prior Service Credits Form Use this form to purchase prior service credits.
    Loans
    New Loan Application Form Use this form to apply for a new loan from your account.
    Loan Reamortization Form Use this form to request a change in the loan terms for an existing or outstanding loan when you are not requesting an additional loan amount. (Reamortization means changing the terms of the loan, such as the repayment period, interest rate, and frequency of repayment.)
    Catch-Up Provision
    Pre-Retirement Catch-Up Form Use this form to begin making pre-retirement catch-up contributions.