Forms & Publications
You can find additional forms by logging into Account Access.
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.
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.
Beneficiary Designation Form
Use this form to name or update your beneficiaries.
Direct Rollover/Transfer to MissionSquare Retirement
Use this form to roll over/transfer retirement assets to your Monroe County Deferred Compensation Plan account.
Unforeseen Emergency Withdrawal Form*
Use this form to make an emergency withdrawal from your Monroe County Deferred Compensation Plan account.
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.
*Special note regarding plan distributions following separation from service: Plan distributions will be processed as soon as administratively possible. The Monroe County Benefits Office submits participants’ employment status to MissionSquare Retirement indicating separation of service upon receiving notice from your employer. Therefore, it can take up to 30 days before you are able to withdraw from your MissionSquare Retirement 457 Deferred Compensation Plan.