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 MissionSquare Retirement
    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.

    MissionSquare Retirement Representative

    Contact your Retirement Plans Specialist if you need assistance with:

    • Enrolling in your plan
    • Rollovers into your MissionSquare Retirement account
    • Investment strategy and how much to save
    • Distribution options
    • Pre-retirement checkup

    Dennis Morihara
    Dennis Morihara
    Retirement Plans Specialist
    (202) 759-7029

    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 Retirement Plans Specialist.

    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.