Publications & Forms
The following forms are required for certain changes you may wish to make to your account. In many cases, you can download the form you need here and simply complete and mail it to the address listed on the form. In some cases, you may need additional information from your employer.
If you have any questions, or require further assistance, please call Investor Services at 800-669-7400.
ENROLL. Start saving for your retirement today! Join the City of Oakland 457 Deferred Compensation Plan. Download the enroll form or contact your local ICMA-RC representative, Michael McGhee at (510) 238-6485 or by email at firstname.lastname@example.org.
Register online for a FREE appointment to meet with Michael McGhee and enroll in the plan.
CONTRIBUTE. Please use Account Access to enter any changes in the amount you wish to contribute to your 457 Deferred Compensation Plan account with MissionSquare Retirement.
ROLLOVER. Use this packet to transfer or rollover from an exsisting account at another financial organization (or an existing MissionSquare Retirement account) to your City of Oakland 457 Deferred Compensation Plan:
457 Deferred Compensation Plan Contribution Direct Rollover/Transfer Packet
CHANGE YOUR BENEFICIARY. Use this form to change your beneficiary on your deferred compensation account. If you have multiple plans with MissionSquare Retirement, please complete a separate form for each plan. You can also use Account Access (www.icmarc.org) to make a quick and secure beneficiary designation:
457 Deferred Compensation Plan Beneficiary Designation Form
CATCH UP. MissionSquare Retirement's 457 Deferred Compensation Plan offers the catch-up provision for those participants who have not always deferred the maximum amount allowed by law. Use this packet to "catch-up" on past contributions before your "normal retirement age":
457 Deferred Compensation Plan Pre-Retirement Catch-up Form
LOANS. The City of Oakland has chosen to make loans available from your 457 Deferred Compensation Plan. Please use Account Access to learn the details regarding available loans and to apply.
WHY STAY WITH THE PLAN? Here are some great reasons to stay with your City of Oakland 457 Deferred Compensation Plan, even after you retire or are no longer working for the City.
Great Reasons to Stay with Your City of Oakland 457 Deferred Compensation Plan
Part-Time, Seasonal and Temporary Employees:
LEARN AND ENROLL. Read about and start saving in the City of Oakland OBRA Plan for part-time, seasonal, and temporary employees.