Forms
The below forms are available to help manage your retirement accounts.
All forms, including forms specific to your employer-sponsored retirement plan(s), are available by secure log in through Account Access at www.icmarc.org/login. Find the types and descriptions of each form below.
| Employer-Sponsored Retirement Plan Forms – 457, 401(a), 401(k), 403(b) | |
|---|---|
| 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 |
457 Contribution Form Pre-Retirement Catch-Up Form 401(a) Plan Contribution Amount Form 401(k) Plan Contribution Amount Form 403(b) Plan Contribution Amount Form |
| 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. |
| Withdrawal | Form used to request a withdrawal from your retirement plan account. |
| 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 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 IRA type. |
| 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 |
| Withdrawal | Form used to request a withdrawal from your retirement plan account. |
| Rollover Forms | |
|---|---|
| Form | Description |
| Rollover Process |
ICMA-RC’s rollover process is paperless and completed through Account Access. To transfer funds into your ICMA-RC account, log in to your account at www.icmarc.org/login and click "Overview," then select "Roll Over Your Money." To see a full overview of our rollover process, visit www.icmarc.org/rolloversteps. |