Monroe County: Deferred Compensation Plan

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    Forms & Publications

    You can find additional forms by logging into Account Access.

    Enrollment

    Enroll online now!

    Part-Time, Temporary, and Seasonal (PTS) Enrollment Form
    Complete this form to open an account with the Monroe County Deferred Compensation Plan if you are a part-time, temporary, or seasonal employee.

    Contributions

    Contribution Change Form
    Use this form to make changes in the amount you contribute to your Monroe County Deferred Compensation Plan account.

    Age 50+ Catch-Up Form
    To make Age 50+ Catch-Up contributions, you may complete this Contribution Change Form.

    Pre-Retirement Catch-Up Form
    Use this form to begin making pre-retirement catch-up contributions to your Monroe County Deferred Compensation Plan account.

    Beneficiaries

    Beneficiary Designation Form
    Use this form to name or update your beneficiaries.

    Rollovers/Transfers

    Direct Rollover/Transfer to ICMA-RC
    Use this form to roll over/transfer retirement assets to your Monroe County Deferred Compensation Plan account.

    Withdrawals

    Unforeseen Emergency Withdrawal Form
    Use this form to make an emergency withdrawal from your Monroe County Deferred Compensation Plan account.

    Other

    Transfer to Purchase Service Credit Form
    Use this form to request a transfer of assets from your Monroe County Deferred Compensation Plan to the defined benefit (DB) plan for the purchase of service credits or repayment of a prior refund.

    Direct Loan/Refinance Form Packet
    Use this packet to submit a loan request.

    Fund-Change Letter
    This letter was mailed to Monroe County Deferred Compensation Plan participants to inform you about changes to the plan's investment lineup, effective July 15, 2016.

    Fund-Change Information
    Read more details about the changes to the Monroe County Deferred Compensation Plan's investment lineup, effective July 15, 2016.

    Contact Your Representatives

    Dennis Morihara
    Dennis Morihara
    Retirement Plans Specialist
    (585) 258-8290
    Email
    Jason Atwater
    Jason Atwater, CFP®
    CERTIFIED FINANCIAL PLANNER™ Professional
    (844) 337-5575
    Email