ICMA-RC

ICMA-RC Lake Forest Rep: Jeff Cook

Appointment Scheduler

866-620-6062
jcook@icmarc.org 

Click here to register!

Form

Description

Updating Contributions

Update Contributions in your ICMA-RC Account

Use Jeff Cook's virtual appointment scheduler. Jeff will call you and email a link that can be opened on a computer. Then you will walk through all your options and enroll or update your contributions!

Log in and follow these steps to update contributions at anytime:

457 Plan #300844

  • Select an option dropdown, choose "change contributions"

  • Update election on next screen and hit "change savings"

IRA Plan #705433

  • Select an option dropdown, choose "contributions"

  • View your most recent contributions on next screen

  • Select "make a contribution"

  • Check "payroll deduction" on next screen

  • Update frequency to bi-weekly and amount you wish to update

  • Hit "next" and "submit"

This form provides information on the 2020 limits to the ICMA-RC deferred compensation program. It may be used to make changes to your 457 plan contribution levels. Return to HR.

This form provides information on the 2020 limits to the ICMA-RC deferred compensation program. It may be used to make changes to your Roth IRA contribution levels. Return to HR.

Enrollment Options

Use Jeff Cook's virtual appointment scheduler. Jeff will call you and email a link that can be opened on a computer. Then you will walk through all your options and enroll or update your contributions!

Use this form to enroll in the 457 Deferred Compensation program for the first time.

Updating personal information and beneficiaries

Update in your ICMA-RC Account

Name/address changes and beneficiary changes can be made directly in your ICMA-RC account.

If you have never logged in use this Account Access Instructions flyer.

Use this form to make name/ address changes and beneficiary changes.

Use this form to request a transfer of assets from your ICMA-RC plan to a defined benefit pension plan for the purchase of service credits or repayment of a prior refund.

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