Los Angeles County Metropolitan Transportation Authority: 457 and 401(k) Retirement Plans

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    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

    401(k) Loan/Refinance Application Form

    457 Loan/Refinance Application Form

    Use this form to apply for a new loan from your account.

    401(k) Loan Reamortization Form

    457 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.)
    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.

    LACMTA Retirement Plans app

    Learn more about the free mobile app

      Contact Your Representatives

      Crystal Durazo
      Retirement Plans Specialist
      MissionSquare Retirement
      (202) 759-7054
      cdurazo@missionsq.org

      Jessica Sequeira
      Retirement Plans Specialist
      MissionSquare Retirement
      (202) 759-7155
      jsequeira@missionsq.org

      Schedule an individual appointment.

      Sign up for a seminar.


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