City of Anaheim: 457 and RHS Deferred Compensation Plans

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    Forms & Publications

    Forms
    Enroll
    457 Deferred Compensation Plan Employee Enrollment Form Use this form to enroll in your 457 Plan.
    Retirement Health Savings (RHS) Employee Enrollment/Change Form Use this form to enroll in your RHS Plan.
    Rollover
    Direct Rollover/Transfer to MissionSquare Retirement Form Use this form to roll over retirement assets from another account into your MissionSquare Retirement plan.
    Direct Rollover/Transfer from MissionSquare Retirement to MissionSquare Retirement Form Use this form to request a direct rollover/transfer from one MissionSquare Retirement plan to another MissionSquare Retirement plan. Do not use this form to request a transfer to Vantagepoint IRA.
    Trustee to Trustee Transfer Out Wire Instructions Use this form to provide MissionSquare Retirement wire transfer instructions for your rollover.
    Contribution
    Contribution Change Form Use this form to make changes to your contribution amount.
    Changing Your Information
    Employee Information Change Form Use this form to make changes to your information, including name change, marital status change, and beneficiary designation change.
    Power of Attorney Form The purpose of this form is to grant authorization in the capacity of attorney-in-fact.
    Withdrawals
    457 Deferred Compensation Plan Withdrawal Form Use this form to request withdrawals from your 457 Deferred Compensation Plan account following retirement or separation from service with your employer.
    Roth
    Roth Conversion Form Use this form to request Roth conversion within your MissionSquare Retirement plan.
    Loans
    New Loan/Refinance Application Form Use this form to apply for a new loan or to refinance an existing loan.
    Catch-Up Provision
    Pre-Retirement Catch-Up Form Use this form to declare your normal retirement age and initiate pre-retirement catch-up contributions to your employer's 457 deferred compensation plan.

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      Contact Your Representatives

       Ryan Carpenter - Retirement Plans SpecialistRyan Carpenter
      Retirement Plans Specialist
      MissionSquare Retirement
      (202) 759-7032
      RCarpenter@missionsq.org

      Schedule an individual appointment.


      Contact a CFP®

      For a more holistic view when facing major financial decisions, consultations with a CERTIFIED FINANCIAL PLANNERTM Professional are also available.

      Scott Eason - Retirement Plans SpecialistScott Eason
      CERTIFIED FINANCIAL PLANNER™ Professional
      SEason@missionsq.org

      Schedule a phone consultation with your CFP©.