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 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.

    Forms
    Enroll
    Enrollment Form Use this form to enroll in your Miami-Dade County 457 Deferred Compensation Plan. You will also need the Miami-Dade County 457 Deferred Compensation Investment Options form to complete the investment allocation section of the enrollment form.
    Rollover/Transfer
    Co-Provider Transfer to ICMA-RC Use this form to transfer assets from Nationwide, the 457 co-provider, to ICMA-RC's 457 plan. Please also complete the 457 enrollment form if you are not enrolled in the ICMA-RC plan.
    Direct Rollover/Transfer to ICMA-RC Use this form to transfer assets from a qualified retirement plan with another provider to your Miami-Dade County 457 Deferred Compensation Plan with ICMA-RC, or from one ICMA-RC 401/457 plan to another ICMA-RC 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 ICMA-RC 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 ICMA-RC 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 ICMA-RC 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 ICMA-RC'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 ICMA-RC. 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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