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    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.

    • 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.
      • 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.

       

    • Other Materials

    Contact Your ICMA-RC Representative

    Tisha Neal
    Tisha Neal
    Retirement Plans Specialist
    Email
    Ph: (866) 731-1061

    Register for a group seminar or 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
    Scott Eason
    CERTIFIED FINANCIAL PLANNERTM professional
    Email

    Schedule a phone consultation with your CFP©.

    What Type of Investor Are You?

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