Deferred Compensation Plan Incoming Rollover / Transfer of Funds Form - New York City

Deferred Compensation Plan Incoming Rollover / Transfer of Funds Form - New York City

Deferred Compensation Plan Incoming Rollover/Transfer of Funds Form is a legal document that was released by the New York City Office of Labor Relations - a government authority operating within New York City.

FAQ

Q: What is a Deferred Compensation Plan?
A: A Deferred Compensation Plan is a retirement savings plan offered by an employer.

Q: What is an Incoming Rollover/Transfer of Funds Form?
A: An Incoming Rollover/Transfer of Funds Form is a document used to transfer funds from another retirement account into a Deferred Compensation Plan.

Q: What is the purpose of the form?
A: The purpose of the form is to initiate the transfer of funds from another retirement account into a Deferred Compensation Plan.

Q: Who can use this form?
A: This form is specifically for participants in the Deferred Compensation Plan offered by New York City.

Q: What information is required on the form?
A: The form will typically require information such as the participant's name, account number, and the amount of funds to be transferred.

Q: Is there a deadline to submit the form?
A: The deadline for submitting the form may vary, so it's best to check with the Deferred Compensation Plan administrator or the specific instructions provided with the form.

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Form Details:

  • Released on January 1, 2020;
  • The latest edition currently provided by the New York City Office of Labor Relations;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of the form by clicking the link below or browse more documents and templates provided by the New York City Office of Labor Relations.

Download Deferred Compensation Plan Incoming Rollover / Transfer of Funds Form - New York City

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