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Deferred Compensation Program Forms

As a convenience, some of our PDF forms allow you to fill in the blanks before printing. Please note: The data is NOT submitted to Great-West Retirement Services until they receive your completed form by mail.

You will need Adobe Acrobat 5 or higher to access our forms.

 

401(k) Plan Forms
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
401(k) Plan Withdrawal Forms
Distribution Request for 401(k) Plan - for total or partial lump sum withdrawals or rollovers out of the plan
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
457 Plan Forms
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
457 Plan Withdrawal Forms
Distribution Request for 457 Plan - for total or partial lump sum withdrawals or rollovers out of the plan
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