Deferred comp 2026

1. Click ‘Get Form’ to open the Deferred Compensation Plan Change Form in the editor.
2. In Section 1, mark all applicable boxes for the changes you wish to make regarding your accounts, such as contribution or payout account changes.
3. Proceed to Section 3 and fill in your Participant Information. Include your last name, first name, date of birth, and contact details. Ensure accuracy as this information is crucial for processing your request.
4. If you are changing your address, complete sections 3 and 8. For name or Social Security number changes, attach the required documentation as specified in Sections 4 and 5.
5. In Section 7, provide details about your beneficiaries. Specify their names, relationships, and the percentage of benefits they will receive. Remember that total percentages must equal 100%.
6. Finally, sign the form in Section 8 and ensure it is notarized if necessary. Submit via email or fax as instructed on the form.

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