Forms
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.
Sections
- 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) | |
|---|---|
| Form | Description |
| 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 |
Initiate contributions at time of enrollment, resume contributions if you previously enrolled, or to increase or decrease current contributions. 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 Form Initiate contributions at time of enrollment, resume contributions if you previously enrolled, or to increase or decrease current contributions. Please Note: Voluntary after-tax contributions are not available in all plans. Please check with your employer or ICMA-RC to confirm availability in your plan. 401(k) Plan Contribution Amount Form Initiate contributions at time of enrollment, resume contributions if you previously enrolled, or to increase or decrease current contributions. 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. |
| 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 |
| 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 | |
|---|---|
| Form | Description |
| 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. |