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Deferred Compensation Program Forms

  • 401(k) Plan Forms
  • 401(k) Plan Withdrawal Forms
  • 457 Plan Forms
  • 457 Plan Withdrawal Forms
  To enroll, make salary reductions, longevity deferrals, beneficiary designations, or make investment allocations online click here.

401(k) Enrollment Form- for new enrollments

 

401(k) Salary Reduction Agreement - for deferral amount increases, decreases, or cancellations


 

401(k) Beneficiary Designation Form - for naming or changing your 401(k) beneficiary

 

401(k) Incoming Rollover - for making rollovers into the 401(k) plan

 

Participant Change Request - for name or address changes

 

Distribution Request for 401(k) Plan - for total or partial lump sum withdrawals or rollovers out of the plan please contact Great West at (800) 922-7772 option 2 or local Nashville at (615) 244-1030.

Automated Minimum Distribution Request for 401(k) Plan - for retirees over age 70 1/2 who want to set up future withdrawals at the minimum level IRS permits

Withholding Certificate - to change the amount withheld for taxes after distributions have begun.

Authorization for Direct Deposit - to authorize direct deposit of your periodic or minimum distribution payments to your checking or savings account

 

 

To enroll, make salary reductions, longevity deferrals, beneficiary designations, or make investment allocations online click here.

 

457 Enrollment Form - for new enrollments

 

457 Salary Reduction Agreement - for deferral amount increases, decreases, or cancellations and longevity deferrals

 

 

457 Catch-Up If you are within 3 years of normal retirement age and wish to utilize the special catch-up please call Great West at 1-800-922-7772 and select option 2

 

457 Beneficiary Designation Form - for naming or changing your 457 beneficiary

 

457 Incoming Rollover - for making rollovers into the 457 plan

 

Participant Change Request - for name or address changes

 

Distribution Request for 457 Plan - for total or partial lump sum withdrawals or rollovers out of the plan please contact Great West at (800) 922-7772 option 2 or local Nashville at (615) 244-1030.

Automated Minimum Distribution Request for 457 Plan - for retirees over age 70 1/2 who want to set up future withdrawals at the minimum level IRS permits

Withholding Certificate - to change the amount withheld for taxes after distributions have begun.

Authorization for Direct Deposit - to authorize direct deposit of your periodic or minimum distribution payments to your checking or savings account


Unless the form's instructions say otherwise, completed forms may be mailed to:

Great-West Retirement Services
545 Mainstream Drive Suite 407
Nashville, TN 37228