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Form Fill-in Feature. These forms can be filled in on-line and printed
out for mailing to the Treasurer Tax-Collector. Click
here for instructions on how to complete fill-in forms.
T. Rowe Price 401a Forms
- ENROLLMENT KIT may be obtained by calling (619) 531-5840. You must complete the Enrollment Form, Designation of Beneficiary Form, Release, Hold Harmless and Contribution Election Forms to enroll in the plan. All forms must be submitted to the Deferred Comp Office, Mail Stop A-49 for processing. Please include your telephone number and use black ink.
- Change Form - To make changes to name or address (You may only change your contribution to the 457 plan).
- Designation of Beneficiary Form To change beneficiary designation. Spousal consent required if beneficiary is other than spouse.
- Hardship Certification To suspend payroll deduction for a minimum of six months.
- Rollover Contribution Transmittal Form - To rollover a qualified Retirement Plan under section 401(a) of the Internal Revenue Code from another plan.
- Special Tax Notice Regarding Plan Payments - This is a notice of information needed before deciding how to receive the plan benefits. This includes consideration of rollovers.
- Distribution Form - To request for payout.
- Provider to Provider Account Transfer - To transfer account balance from Hartford to T. Rowe Price, and vice versa.
- Investment Election Change/Transfer Request - Call plan provider @ 1-800-922-9945.
- Loan Application & Agreement - Call plan provider @ 1-800-922-9945.
- Purchase Service Credits
T. Rowe Price 457 Forms
- ENROLLMENT KIT may be obtained by calling (619) 531-5840. You must complete the Enrollment/Beneficiary Form and Disclosure Statement to enroll in the plan. All forms must be submitted to the Deferred Comp Office, Mail Stop A-49 for processing. Please include your telephone number and use black ink.
- Change Form - To make changes to name, address, or contribution.
- Investment Election Change/Transfer Request - Call plan provider @ 1-888-457-5770.
- Rollover Contribution Transmittal Form - To rollover a qualified Retirement Plan under section 457 of the Internal Revenue Code from another plan.
- Plan to Plan Transmittal Form
- Catch-up Disclosure Agreement
- Special Tax Notice Regarding Plan Payments - This is a notice of information needed before deciding how to receive the plan benefits. This includes consideration of rollovers.
- Distribution Election Form - To request for payout.
- Provider to Provider Account Transfer - To transfer account balance from Hartford to T. Rowe Price, and vice versa.
- Unforeseeable Emergency Withdrawal Request - To request a withdrawal from a 457 Deferred Compensation Plan due to an unforeseeable emergency. This must be submitted directly to T. Rowe Price. Call 1-800-457-5770
- Purchase Service Credits
