Forms and Printable Documents

PLEASE NOTE:  THE GROUP NAME IS HARFORD COUNTY GOVERNMENT.  THE GROUP NUMBER IS 63404G.  PLEASE FILL THIS IN ACCORDINGLY AS REQUESTED ON ANY OF THE BELOW FORMS.

Annuity Surrender Request Form - This form is to be used with either the DISTRIBUTION REQUEST FORM or the EMERGENCY HARDSHIP DISTRIBUTION REQUEST FORM.  The submission will not be processed without both forms being properly completed.

 Acceptance Letter and Rollover-In Form - These two forms are required if you are requesting that money be moved from another qualified plan (including other 457b, 403b, 401k and IRA plans) into your Metlife 457(b) plan.  Please be advised some former employers require their own paperwork, so contact them to confirm procedure. 

Asset Allocation Questionaire  - This form is used to assist in determining your RISK TOLERANCE which is used to help guide your investment selections and a suitable portfolio.

 Beneficiary Designation Form  - Use this form to designate or change your beneficiary (ies).

Beneficiary Distribution Form  -  The beneficiary uses this form to request a distribution from a deceased participant's account.
 

 

 

 

 

 

 

 

Distribution Request Form- This form is to be used for normal distributions for retirees while leaving the funds in the plan, disability distribution, termination and request to move to another carrier and lump sum distribution for employees who have parted service.  The ANNUITY SURRENDER REQUEST form must be completed and accompany this form for submission.  Since Human Resources must sign off on such distributions, please contact me at 443-858-2103 to insure accurate completion of these forms.

 Emergency Hardship Distribution Request Form* - This form is to be used for Emergency Distribution Requests ONLY and the ANNUITY SURRENDER REQUEST form must be completed and accompany this form for submission.  Please contact me if there is such a need at 443-858-2103.

 * PLEASE NOTE:  ALL EMPLOYEES WHO REQUEST A HARDSHIP DISTRIBUTION ARE REQUIRED TO SUSPEND CONTRIBUTIONS TO THE DEFERRED COMPENSATION PLAN FOR A PERIOD OF 6 MONTHS PER HARFORD COUNTY.  YOU WILL NEED TO COMPLETE A Participation Agreement - Change In Contributions  AND MARK AS "SUSPEND" TO BE FORWARDED TO HUMAN RESOURCES.  PLEASE CALL ME AT 443-858-2103 FOR GUIDANCE ON PROCEDURE.

 

Participation Agreement - Change In Contributions - This form is to be used for Multiple Purposes; increases, decreases, suspensions and restarts can be accomplished with this form.  Fund Reallocations for future contribution only can also be accomplished using this form.  Please forward all such updated requests to me (Lisa Fulco) at FAX 410-692-0591.  I will be sure to forward to Metlife and/or Payroll as needed to implement the change.

 

Participant Information Change   - Use this form to change your demographic information: name, address, phone.   Please fax it to me at 410-692-0591 and I will forward accordingly. 
 

 Retirement Projection Request - Please complete this form that can be brought with you or faxed  to me at FAX 410-692-0591 if you would like a "RETIREMENT GAP ANALYSIS".  I can share the details of this personalized report during an Individual Appointment.  Contact me at 443-858-2103 to schedule.

  Small Inactive Account Distribution  -  Only available in 457(b) plans.  If the plan allows and you meet the conditions set by the IRS, you may use this form to request a distribution from this account.  Please contact me to find out the specifics at 443-858-2103.