Miami-Dade County: Deferred Compensation Plan

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    Forms

    Use these documents to help manage your Miami-Dade County 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.

    Forms
    Rollover/Transfer
    Co-Provider Transfer to MissionSquare Retirement Use this form to transfer assets from Nationwide, the 457 co-provider, to MissionSquare Retirement's 457 plan. Please also complete the 457 enrollment form if you are not enrolled in the MissionSquare Retirement plan.
    Direct Rollover/Transfer to MissionSquare Retirement Use this form to transfer assets from a qualified retirement plan with another provider to your Miami-Dade County 457 Deferred Compensation Plan with MissionSquare Retirement, or from one MissionSquare Retirement 401/457 plan to another MissionSquare Retirement 401/457 plan.
    Withdrawals
    Withdrawal Packet Use this packet to apply for a withdrawal from your Miami-Dade County 457 Deferred Compensation Plan. The completed forms are submitted directly to MissionSquare Retirement for processing. Do not submit the forms to Miami-Dade County’s Benefits Office.
    In-Service Withdrawal Packet for Employees Over Age 70 1/2 Use this packet if you are over age 70 1/2 and wish to request an in-service withdrawal from your employer's MissionSquare Retirement 401 and 457 account.
    Emergency Withdrawal Packet Use this packet to apply for an emergency withdrawal from your Miami-Dade County 457 Deferred Compensation Plan. The completed forms are submitted directly to MissionSquare Retirement for processing. It does not require an employer signature. Do not submit the forms to Miami-Dade County's Benefits Office.
    Loans

    Loan Form Packet

    For Miami-Dade participants. Use this form to apply for a new loan or to refinance an existing loan. This form is only available in pdf format.
    VantageBroker Program

    VantageBroker Highlights

    This brochure provides an overview of MissionSquare Retirement's VantageBroker program.
    Payroll-Deducted Roth IRA

    Vantagepoint Payroll IRA Account Application

    Use this form to open a new account in your Miami-Dade County Payroll-Deducted Roth IRA. Be sure to complete the application and the Payroll Deduction IRA Authorization Form to begin your deferrals. The Account Application should be sent directly to MissionSquare Retirement. The IRA Authorization Form should be given directly to your Benefits Departments.

    Vantagepoint Payroll IRA Authorization Form

    Use this form to start, stop or change your deferrals to your Miami-Dade County Payroll-Deducted Roth IRA. This form should be given directly to your Benefits Department.

    Miami-Dade VP IRA Personal Information Change Form

    Use this form to make changes to your personal information for your Vantagepoint IRA(s).

    Información en Español

      Your 457 Plan

      Your 457 Plan

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      Payroll Roth IRA

      Payroll Roth IRA

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