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Deferred Compensation Plan Accounts
Transaction Instructions

To add one or more new plan participants, complete a Deferred Compensation Plan Enrollment Form. Instructions for sending the initial salary deferral are provided on the enrollment form. 

To make a withdrawal from a participant account, complete a Deferred Compensation Plan Redemption Form. As in a 401(k) Plan, withdrawals from deferred compensation plans are restricted. Generally speaking, redemptions can be made only at separation of service, death or certain emergency situations. It is the employer's responsibility to verify a participant's eligibility.

Redemption proceeds are paid to the employer. The employer will need to send a separate check to the participant and is responsible for issuing any tax forms reporting payments made to individuals.

To make a contribution to participant accounts complete the Group Purchase Form for Deferred Compensation Plan Accounts (Microsoft® Office Excel format) and submit this form with your contribution amount. Instructions for sending salary deferrals by check, wire or ACH transfer are provided on the form. We encourage employers to download this form and save it to your desktop to avoid having to rekey data each time you make a contribution.

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Homestead Funds investment adviser, RE Advisers Corporation, and distributor, RE Investment Corporation are indirect wholly-owned subsidiaries of NRECA.

Investors are advised to consider fund objectives, risks, charges and expenses before investing. The prospectus contains this and other information and should be read carefully before you invest. To obtain a prospectus, call 1-800-258-3030 or download a PDF of it now.

© 2006 RE Investment Corporation, Distributor. All rights reserved.


Homestead Funds, Created by NRECA National Rural Electric Cooperative Association