Forms & Publications
| Forms | |
|---|---|
| Enroll | |
| Enrollment Form | Use this form to enroll in your 457 or 401(k) Plan. |
| Contribution | |
| Contribution Change Form | Use this form to make changes to your contribution amount. |
| Rollover/Transfer | |
| Direct Rollover to MissionSquare Retirement Form | Use this form to roll over retirement assets from another account into your LACMTA 457 or 401(k) Plan, for which MissionSquare Retirement is the recordkeeper. |
| Beneficiaries | |
| Beneficiary Designation Form | Use this form to make changes to your beneficiary information. |
| Withdrawals | |
| 401(k) Hardship Withdrawal Form | Use this form to make unforeseen emergency withdrawals from your account. |
| Loans | |
| Use this form to apply for a new loan from your account. | |
| 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.) | |
| Loan Payoff and Partial Payment Procedures | Procedures for paying off loans. |
| Loan Repayment Suspension Form | Use this form to apply for a loan suspension due to military leave or LOA. |
| Publications | |
|---|---|
| Plan-Related Information | |
| Comparing Metro's 401(k), 457, and Roth IRA | |
| Account Access Tips Flyer | Here are a few tips to keep in mind when you register to access and manage your 457 and 401(k) Retirement Plans. |
Crystal Durazo
Jessica Sequeira