Deferred Compensation Plan Forms and Newsletters

Deferred Compensation Forms

Download any Deferred Compensation form now using Acrobat Reader. These forms allow data to be typed into the form and saved.

Enrollment Form [PDF]

Use the Enrollment Form to enroll or re-enroll in the Deferred Compensation Plan.

Beneficiary Form [PDF]

Use this form to designate your primary and contingent beneficiaries of your Deferred Compensation account.

Beneficiary Transfer and Distribution Election [PDF]

This form is used by a benficiary to indicate rollover or distribution of benefits.

Change Form [PDF]

Use this form to change your deferral amount, work or home address, or name. You can also use this form to document a transfer to a new agency or to revoke your deferrals.

Catch-up Application [PDF]

This form contains the application to initiate the process.

Permissive Service Credit Authorization [PDF]

This form is used to purchase service time from the State Retirement System or one of their reciprocal retirement systems in Illinois using money from your Deferred Compensation account. These forms are processed once a month by the Plan and must be accepted by the Department in good order by the 15th of the month in order to pay any money due by the end of that month. The funds are generally withdrawn from the participant’s account on the 20th to ensure payment to the retirement system by the end of that month.