457(b) Deferred Compensation Plan Participation Agreement Sample Contracts

Participation Agreement and Service Request
457(b) Deferred Compensation Plan Participation Agreement • January 27th, 2020

Employer: ⬜ City of Philadelphia ⬜ Philadelphia Housing Development Corporation ⬜ Philadelphia Parking Authority Current Salary: $

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Participation Agreement & Service Request
457(b) Deferred Compensation Plan Participation Agreement • April 12th, 2022

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

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457(b) Deferred Compensation Plan Participation Agreement • March 11th, 2020

Personal Information Plan Name: Stanislaus County 457 Plan Plan ID: 0058828001 Name: SSN: Date of Birth: Date of Hire: Primary Phone: Street Address: City: State: ZIP: Department: Employee ID: Email: How would you like to be contacted if additional information is required? F Phone F Email

Personal Information
457(b) Deferred Compensation Plan Participation Agreement • June 22nd, 2015

Employer Name: Monmouth County Employer ID Number: 0038732001 Name: SSN: Date of Birth: Gender: c Male c Female Address: City, State, & ZIP: Home Phone Number: Work Phone Number: Email Address:

Contract
457(b) Deferred Compensation Plan Participation Agreement • June 22nd, 2015
City of Santa Monica, CA 457(b) Deferred Compensation Plan
457(b) Deferred Compensation Plan Participation Agreement • January 15th, 2021

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Personal Information
457(b) Deferred Compensation Plan Participation Agreement • November 30th, 2023

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Participation Agreement & Service Request
457(b) Deferred Compensation Plan Participation Agreement • May 26th, 2015

Paperless Delivery: By providing your email address you are consenting to receive statements, confirmations, terms, agreements and other information provided in connection with your retirement plan electronically. Unless you choose to have statements, account documents and other documents sent in connection with your retirement plan delivered via US Mail to the mailing address of record by checking the box below, these documents will be made available to you electronically.

City of Santa Monica, CA 457(b) Deferred Compensation Plan
457(b) Deferred Compensation Plan Participation Agreement • June 22nd, 2015

Name: SSN: Address: City, State, & ZIP: Date of Birth: Home Phone Number: Department: Work Phone Number: Date of Hire: Gender: c Male c Female Email Address:

Personal Information Plan Name: City of Orlando, FL IAFF Deferred Compensation Plan Plan ID: 0038969001 Name: SSN: Date of Birth: Primary Phone: Street Address: City: State: ZIP: Email: How would you like to be contacted if additional information is...
457(b) Deferred Compensation Plan Participation Agreement • January 15th, 2021

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Participation Agreement & Service Request
457(b) Deferred Compensation Plan Participation Agreement • May 26th, 2015

You will be notified via email when your Quarterly Statements are available. If you prefer to receive your statements by regular mail, please check the box. ⬜ I wish to receive my statements and account documents via US Mail.

Personal Information
457(b) Deferred Compensation Plan Participation Agreement • January 19th, 2018

Plan Name: City of Lawrence, Kansas Plan ID: 0056703001 Name: SSN: Address: City, State, & ZIP: Date of Birth: Gender: c Male c Female Home Phone Number: Work Phone Number: Email Address:

Request Type
457(b) Deferred Compensation Plan Participation Agreement • November 16th, 2023

*Name change requires acceptable legal proof of the change (e.g., copy of marriage certificate, driver’s license, order of legal name change from court) and must accompany this form.

Employer Name: Pierce County 457(b) Deferred Compensation Plan Employer ID: 0049890001 Name: Date of Birth: SSN: Gender: ⬜ Male ⬜ Female Street Address: City: State: ZIP: Home Phone: Work Phone:
457(b) Deferred Compensation Plan Participation Agreement • January 15th, 2021

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Page 1 of 4
457(b) Deferred Compensation Plan Participation Agreement • June 15th, 2021

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Personal Information
457(b) Deferred Compensation Plan Participation Agreement • January 15th, 2021

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your retirement plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

Participation Agreement
457(b) Deferred Compensation Plan Participation Agreement • April 17th, 2014
Contract
457(b) Deferred Compensation Plan Participation Agreement • October 16th, 2014

OCSD Employees may request to participate in or make changes to their existing 457(b) Deferred Compensation Plan and/or Roth 457(b) option by completing this Agreement or submitting an online request through the VOYA website: www.voyaretirementplans.com/custom/ocsd.

Personal Information Plan Name: County of Fresno 457(b) Deferred Compensation Plan ID: 0051910001 Name: Date of Birth: SSN: Gender: ⬜ Male ⬜ Female Street Address: City: State: ZIP: Home Phone: Work Phone: Email:
457(b) Deferred Compensation Plan Participation Agreement • November 19th, 2019

Paperless Delivery: By providing your email address you are consenting to receive statements, confirmations, terms, agreements and other information provided in connection with your retirement plan electronically. Unless you choose to have statements, account documents and other documents sent in connection with your retirement plan delivered via US Mail to the mailing address of record by checking the box below, these documents will be made available to you electronically.

Contract
457(b) Deferred Compensation Plan Participation Agreement • June 22nd, 2015
Personal Information
457(b) Deferred Compensation Plan Participation Agreement • June 22nd, 2015

Paperless Delivery: By providing your email address you are consenting to receive statements, confirmations, terms, agreements and other information provided in connection with your retirement plan electronically. Unless you choose to have statements, account documents and other documents sent in connection with your retirement plan delivered via US Mail to the mailing address of record by checking the box below, these documents will be made available to you electronically. c I wish to receive my statements and account documents via US Mail.

Participation Agreement & Service Request
457(b) Deferred Compensation Plan Participation Agreement • April 17th, 2023

Paperless Delivery: By providing your email address you are consenting to electronic (paperless) delivery of documents related to your deferred compensation plan, e.g. - statements, confirmations, terms, agreements, etc. Check the box below if you would prefer to receive paper copies of the documents via US Mail to the address provided above.

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