Forms and Publications
Use these documents to help manage your Long Beach Deferred Compensation Plan account with ICMA-RC. You may find it faster and more convenient to handle most transactions through online Account Access or our automated voice response system at 1-800-669-7400.
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457 Forms
- Message from the City of Long Beach Deferred Compensation Advisory Committee
Notice of impending changes to the 457 Deferred Compensation Plan fund lineup. - City of Long Beach Investment Options Sheet
Investment options available in the City of Long Beach, CA 457 Deferred Compensation Plan. - City of Long Beach Custom Lifecycle Funds
A Description of the City of Long Beach Custom Lifecycle Funds - City of Long Beach Stable Value Fund
Fact sheet for the City of Long Beach Stable Value Fund - 457 Deferred Compensation Plan Amount of Deferral Change Form
Use this form to make changes in the amount of your deferral to your ICMA-RC 457 Deferred Compensation Plan. - Name Change Form
Use this form to make name or marital status changes in your existing ICMA Retirement Corporation 457 Deferred Compensation Plan, 401 Money Purchase Plan, or 401 Profit-Sharing Plan accounts. - Beneficiary Designation Form
Use this form to designate beneficiaries for your employer-sponsored retirement plan with ICMA-RC. You only need to complete this form if your beneficiary designation requires spousal consent. Otherwise, you may update your beneficiary information quickly and securely via Account Access at www.icmarc.org/login. - Pre-Retirement Catch-Up Form - 457 Deferred Compensation Plans
ICMA-RC’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." - Direct Rollover/Transfer to ICMA-RC Form
Use this packet to request a direct trustee-to-trustee transfer of assets from an existing eligible employer retirement plan (401 defined contribution, 401 defined benefit, 403(b), 457), or Traditional, or Conduit, or SEP IRA account either with another financial organization or at ICMA-RC to an ICMA-RC 457 plan or 401 plan.
This form requires that you print three copies: one for ICMA-RC, one for your former retirement plan provider, and one for your own records.
Direct Rollover/Transfer to ICMA-RC Form may require the following forms or documents which may be downloaded separately:
This form is designed to be filled out online and printed from your computer.- City of Long Beach Employee Enrollment Instructions
Instructions for City of Long Beach Employee Enrollment Form - Special Tax Notice Regarding Plan Payments
For distributions from ICMA-RC 401(a), 401(k), and 457(b) plans.
- City of Long Beach Employee Enrollment Instructions
- Transfer From ICMA-RC to ICMA-RC Form
Use this form to request a direct rollover/transfer of assets from one ICMA-RC plan to another ICMA-RC plan. Do not use this form to request a transfer to a Vantagepoint IRA. - Payment Schedule Change Form
Use this form to request a change to an existing payment schedule, for example to stop, restart, increase or decrease a payment stream. This form can not be used to initiate a first time withdrawal. This form includes the Special Tax Notice which provides important information regarding distributions from ICMA-RC 401(a), 401(k), and 457(b) plans. - Direct Deposit Authorization Form
Use this generic form to have your benefit payments deposited directly into your bank account. - Rescission Form
Use this form to rescind (cancel) your lump sum, rollover, or co-administrator transfer or rollover request. You must submit three copies of the Rescission form per ICMA-RC account: one for ICMA-RC, one for your employer, and one for your own records.
- Message from the City of Long Beach Deferred Compensation Advisory Committee
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Other Materials
- Great Reasons to Stay with the City of Long Beach 457 Deferred Compensation Plan
When you retire or are no longer working for the City of Long Beach, your retirement savings don't have to leave, too. Your City of Long Beach 457 Plan has been professionally designed to provide you with many features and services at a cost that many retail investing opportunities can't match. Read some examples here. - Long Beach Resource Guide
- Great Reasons to Stay with the City of Long Beach 457 Deferred Compensation Plan
