Home Log in to Your Account Open a New Account Find a Document Contact Us

Print this Page
Our Story Funds and Performance Account Services Investment Planning Benefits Administrator Resources
Homestead Funds
 
Account Administration
Deferred Compensation Plan Accounts
Plan Basics
Transaction Instructions
Statements and Tax Forms
Online Access to Account Information: Benefit Administrators
Telephone Access to Account Information: Plan Participants
Corporate and Trust Accounts
Transaction Instructions
Corporate Resolution
Online Access to Account Information: Benefit Administrators
Find a Document
 
Employee Assistance
NRECA Advisory Services
Materials for Your Co-op
 

Deferred Compensation Plan Accounts
Statements and Tax Forms

Deferred Compensation Plan accounts are registered to the employer's Tax Identification Number, and account information, such as statements and tax forms, are mailed to the cooperative.

If your cooperative chooses to make participants aware of deferred compensation fund positions and account balances held on their behalf, you can instruct us to send a duplicate account statement directly to the participant. The Enrollment Form includes a section for you to provide a duplicate mailing address.

You'll receive IRS tax forms for the cooperative's deferred compensation plan in January. IRS Form 1099 DIV reports fund distributions (dividends and capital gains); Form 1099 B reports any redemptions made from the plan. Keep deferred compensation plan tax forms with your cooperative's other tax records. Do not distribute them to plan participants. Remember, deferred compensation accounts are owned by the employer and are therefore registered to the employer's Tax Identification Number, not the plan participant's Social Security Number.

Site Map

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