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    Forms and Publications

    Use these documents to help manage your Long Beach Deferred Compensation Plan account with MissionSquare Retirement. You may find it faster and more convenient to handle most transactions through online Account Access or our automated voice response system at 800-669-7400.

    • 457 Forms

      • Coronavirus Repayment Options
      • 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 MissionSquare Retirement 457 Deferred Compensation Plan.
      • Name Change Form
        Use this form to make name or marital status changes in your existing MissionSquare Retirement 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 MissionSquare Retirement. 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
        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."
      • Direct Rollover/Transfer to MissionSquare Retirement 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 MissionSquare Retirement to a MissionSquare Retirement 457 plan or 401 plan.
        This form requires that you print three copies: one for MissionSquare Retirement, one for your former retirement plan provider, and one for your own records.
        Direct Rollover/Transfer to MissionSquare Retirement 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 MissionSquare Retirement to MissionSquare Retirement Form
        Use this form to request a direct rollover/transfer of assets from one MissionSquare Retirement plan to another MissionSquare Retirement 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 MissionSquare Retirement 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 MissionSquare Retirement account: one for MissionSquare Retirement, one for your employer, and one for your own records.

       

    • Other Materials

    Contact Your MissionSquare Retirement Representative

    Tisha Neal
    Tisha Neal
    Retirement Plans Specialist
    tneal@missionsq.org
    Ph: (202) 759-7122

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    MissionSquare Retirement Financial Planning Services

    Our CERTIFIED FINANCIAL PLANNER™ professionals can help with your comprehensive financial planning needs to and through retirement.

    To learn more about financial planning services, contact your Tisha Neal your Retirement Plans Specialist at tneal@missionsq.org.


    Financial Planning Webinars

    Retirement doesn't have to be complicated. Register for one of our financial planning webinars that can help you prepare to enjoy your retirement your way.

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