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Please Note

Some forms require that they be notarized before being submitted to the Plan. If you are visiting the Plan's Customer Service Center to submit your form, please be sure to review the form and have it notarized beforehand, if applicable.

 

• Summary Guide of 457 & 401(k) Plan Provisions
• 457/401(k) Plan Enrollment Form
• 457/401(k) Plan Change Form
• 457/401(k) Plan Transfer of Funds Form for Incoming Plan Transfers
• 457/401(k) In-Plan Transfer Form (conversion from Pre-Tax to Roth)
• In -Service Distribution Form for Purchase of Permissive Service Credits 
  - (used for Pension Buy-Back)
• 457 Plan Small Account Withdrawal Form
• 457 Plan DAR Form

The following withdrawal applications may be completed on line and printed out

• 457 Plan Emergency Withdrawal Application
• 401(k) Plan Hardship Withdrawal Application

• Deferred Compensation Plan Withdrawal Cancellation Form 
  - Not for Deferral % Changes

• 457/401(k) Loan Guide and Applications
• 457/401(k) Loan Change Form
• 457/401(k) Loan Offset Form
• Participant Distribution Guide/Form
• Tax Withholding Change Request Form
• Beneficiary Distribution Guide/Form
• Final Pension Payment/Outstanding Loan/Annuity Fund Rollover Form
• Electronic Funds Transfer (EFT) Form
• Uniformed Services Leave Make-Up (USLM) Form 
  - For Military Personnel only
• Domestic Relations Order Procedures Revised March 14, 2019 and Amended February 12, 2020
  - For participants involved in a divorce, separation or dissolution of marriage and their attorneys or Domestic Relations Order (DRO) preparers. 

Lost Check Claim

To submit a claim for a lost check from the Deferred Compensation Plan.

• Lost Check Claim Form

NYC Deferred Compensation Plan Newsletters

• September 2019
• December 2019

NYC Deferred Compensation Plan Annual Reports

• 2018 Annual Report
• 2017 Annual Report
• 2016 Annual Report
• 2015 Annual Report
• 2014 Annual Report