The below forms are available to help you manage your retirement accounts. Additional forms, specific to your employer-sponsored retirement plan(s), are available when you log in to Account Access at www.icmarc.org/login.
- Please note that your employer may require you to use custom forms specific to their plan.
- Please read all instructions carefully before completing and submitting a form.
- Adobe Reader 5.0 or higher is needed to view or print the below forms.
- Some forms can be filled out using your keyboard prior to printing.
- Employer-Sponsored Retirement Plan Forms – 457, 401(a), 401(k)
- Vantagepoint Traditional and Roth IRA Forms
|Employer-Sponsored Retirement Plan Forms – 457, 401(a), 401(k)|
|Beneficiary Designation Form||You may update your beneficiary information quickly and securely via Account Access at www.icmarc.org/login. This form is only required if your beneficiary designation requires spousal consent.|
|Contribution Change Forms||457 Contribution Change Form
Change the amount you contribute to your account. Please Note: Roth contributions are not available in all plans. Please check with your employer or ICMA-RC to confirm availability before selecting the Roth contribution option.
401(a) Plan Contribution Amount Change Form
401(k) Plan Contribution Amount Change Form
|Direct Rollover/Transfer to ICMA-RC Packet||Request a direct rollover from an eligible retirement plan to a 457 plan or 401 plan with ICMA-RC. See also: Special Tax Notice Regarding Plan Payments|
|Enrollment Forms||457 Employee Enrollment Form
Enroll in a 457 deferred compensation plan with ICMA-RC. 401 Employee Enrollment Form
Enroll in a 401 plan with ICMA-RC.
|Name Change Form||Submit this form to change the name on your account(s) with ICMA-RC.|
|Payment Schedule Tax Withholding Change Form||Change the Federal or state income tax withholding on your benefit payments.|
|Rescission Form||Cancel a withdrawal or transfer request from your account.|
|Transfer to Purchase Service Credit Form||Request a transfer of assets to a defined benefit (DB) plan for the purchase of service credits or repayment of a prior refund.|
|Vantagepoint Traditional and Roth IRA Forms|
|Account Application||Open a new account.|
|Account Application – Vantagepoint Payroll IRA||If available through your employer, open a new Payroll IRA account. Includes an Authorization form to establish or change your payroll deduction.|
|Charitable Distribution||Request a direct distribution from your IRA to a charitable organization.|
|Contribution Coupon||Deposit contributions via check.|
|Custodial Account Agreement & Disclosure Statement||Custodial Account Agreement terms and conditions.|
|Direct Transfer Form||Authorize ICMA-RC Services to receive a transfer of assets to a new or existing account from one of the following:
|Inherited Vantagepoint IRA Account Application Packet||For a non-spouse beneficiary to request a direct transfer/rollover of beneficiary assets from an IRA or qualified retirement plan with another provider.|
|Investment Options||Listing of the funds available for investment.|
|IRS form W-4P: Withholding Certificate for Pension or Annuity Payments||Indicate the correct Amount of Federal income Tax to withhold from your payment(s).|
|Personal Information, Beneficiary Designation, Automatic Investment Change Form||Update a name, date of birth, marital status or beneficiaries, and/or initiate or change automatic investments.|
|Recharacterization Form||Recharacterize assets from one IRA type -whether the assets are currently held in a Vantagepoint IRA or held at another custodian-to another IRA type.|
|Rollover Form||Reinvest assets into a Vantagepoint IRA received from:
|Roth IRA Conversion Form||Convert all or part of your existing Traditional IRA- whether the assets are currently in a Vantagepoint IRA or held at another institution- to a Vantagepoint Roth IRA.|
|Transferring Your ICMA-RC Retirement Plan Account to a Vantagepoint IRA Packet||Transfer your ICMA-RC retirement plan account into a Vantagepoint IRA. See also: Special Tax Notice Regarding Plan Payments|
|Transfer to another provider||To transfer your Vantagepoint IRA to another IRA provider, You must complete the other providers' forms. Please contact the other provider and ask for the necessary forms.|
|Withdrawal||To request a withdrawal, please call Investor Services at 800-669-7400 for the proper form.|