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)
FormDescription
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
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. 

Pre-Retirement Catch-Up Form
Declare your Normal Retirement Age ("NRA") and initiate pre-retirement catch-up contributions to your employer's 457 deferred compensation plan.

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.

403(b) 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.

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
FormDescription
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:
  1. Non-ICMA-RC retirement Plan (401, 403B, or 457)
  2. Non-ICMA-RC Traditional IRA
  3. ICMA-RC Traditional IRA
See also: Special Tax Notice Regarding Plan Payments
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
FormDescription
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.

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