Account Administration
Employer Documents

 

 

 

 

Benefits Administrator Toolkit

• A One-Stop Resource about Homestead Funds for Cooperatives (requires Flash)

Deferred Compensation – For All Employers

• Deferred Compensation Account Maintenance Form
• Deferred Compensation Plan Authorized Employer Representative Form
• Deferred Compensation Plan Participants: Follow These Steps to Get Account Information by Phone

Deferred Compensation – For Employers Electing NRECA’s Administrative Services

• Deferred Compensation Plan Enrollment Form (for Employers Electing NRECA’s Administrative Services)
• Deferred Compensation Plan Redemption Form (for Employers Electing NRECA’s Administrative Services) 

Deferred Compensation – For Employers NOT Electing NRECA’s Administrative Services

• Deferred Compensation Plan Enrollment Form (for Employers Not Electing NRECA’s Administrative Services)
• Deferred Compensation Plan Redemption Form (for Employers Not Electing NRECA’s Administrative Services)

FAS 106

• FAS 106 Account Maintenance Form
• FAS 106 Account Application

Forms for NRECA Rollovers

• IRA Rollover Form
• Homestead Funds Instructions (for rollovers)

Forms for Payroll

• Group Purchase Form  (Microsoft Excel Format)
• Group Purchase Form for Contributions to Deferred Compensation Plan Accounts (Microsoft Excel Format)
• Employer Instructions to Submit Funds
• Automatic Payroll Deduction Form

Forms for Vision® Access

• Vision® Registration Instructions
• Vision ® Access Authorization Letter (Microsoft® Office Word Format)

Forms for Corporate and Trust Accounts

• Regular Account Application
• Sample Corporate Resolution