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457(b) Deferred Compensation Plans

Deferred Compensation Plan Number 340337-01

Deferred Compensation- Enrollment Guide (PDF)
Deferred Compensation - Separation from Employment Withdrawal Request (PDF): For use when requesting a withdrawal from your 457(b) Deferred Compensation plan after you are no longer employed by the employer/company sponsoring this plan.
Deferred Compensation In-Service Withdrawal Request (PDF): For use when requesting to transfer from your 457(b) Deferred Compensation plan to a different 457(b) or 403(b) plan with the Town while still actively employed.
Deferred Compensation Purchase of Service Credits Transfer Request (PDF): For use when requesting a transfer to purchase permissible service credits with your employer’s governmental defined benefit plan.
Deferred Compensation Disability Withdrawal Request (PDF): For use when requesting a withdrawal due to my disability or making a change to an existing periodic installment payment due to disability.

OBRA Plan Number 340337-02

OBRA - Enrollment Guide (PDF)
OBRA Separation from Employment Withdrawal Request (PDF): For use when you are no longer employed by the Town of Longmeadow, the receipt of your last payment from the Town of Longmeadow must be at least 1 year old or there is a valid letter of resignation on file for you with the Town of Longmeadow.
OBRA Purchase of Service Credits Transfer Request (PDF): For use when requesting a transfer to purchase permissible service credits with your employer’s governmental defined benefit plan.
OBRA Disability Withdrawal Request (PDF): For use when you are no longer employed by the Town of Longmeadow, the receipt of your last payment from the Town of Longmeadow must be at least 1 year old or there is a valid letter of resignation on file for you with the Town of Longmeadow and you have met the IRC qualifications for taking a Disability Withdrawal.