Forms

Download important forms and stay up to date with all Plan information.

Enrollment & Beneficiary Form

Use this form to enroll in the San Francisco Deferred Compensation Planand to designate your Plan beneficiary.

Download Form Click to download Enrollment & Beneficiary Form

Beneficiary Designation Form

Use this form to designate or update your San Francisco Deferred Compensation Plan beneficiary. You may also log in to your account to update your beneficiary or call 888-733-2748, option 1.

Download Form Click to download Beneficiary Designation Form

Rollover-In Form

Complete this form to roll over eligible money from other retirement plans into your San Francisco Deferred Compensation Plan account.

Download Form Click to download Beneficiary Rollover-In Form

Change of Address Form

Use this form if you are a separated employee to change the mailing address for your San Francisco Deferred Compensation Plan account.

Download Form Click to download Change of Address Form

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