Deferred Compensation Forms
- Enrollment Form - Use this form to enroll in the WRS Deferred Compensation Plan (please do not use this for any pension plan ... see forms above).
- Incoming Transfer/ Rollover Form - Use this form to consolidate other accounts such as traditional IRA's and retirement plans from previous employers into your current WRS Deferred Compensation account.
- Beneficiary Change Form - Request changes to the beneficiary on your WRS Deferred Compensation account.
- Personal Information Change Request - Request changes to the name or address on your Pension and/or Deferred Compensation account. This is the only form that can be used for both programs.
- Salary Deferral Agreement - Request an increase or decrease to the amount you are currently contributing from your salary to your WRS Deferred Compensation account.
- Distribution Form/Rollover Form - This form allows you to withdraw money from your Deferred Compensation Account when you have retired or severed employment. This form is only available through the Deferred Compensation office. You can receive it either by calling 307-777-3325 during normal business hours or by emailing us at 457pln@wyo.gov. This form will accommodate distributions that are either direct payments to yourself or rollovers into other types of tax-deferred accounts.
- Plan Document- Effective June 1, 2011: The revised Plan Document, approved by the WRS Board in February 2011, becomes effective June 1, 2011. The changes are primarily to incorporate three federal laws which contain mandatory provisions for governmental 457 plans such as the WRS Deferred Compensation Plan; specifically, 1) the Pension Protection Act of 2006, 2) the Heroes Earnings Assistance and Relief Tax Act of 2008 and 3) the Worker, Retiree, and Employer Recovery Act of 2008. In addition, two optional provisions were added: 1) allowing retired or permanently disabled public safety officers the ability to exclude up to $3,000 from their gross income if they elect to have distributions paid directly to a qualified insurer to pay premiums and 2) allowing a post-tax or “457 Roth” contribution election for participants of the Plan at some point in the future. Other changes are to improve the use of definitions or formatting changes. If you have questions, please email 457pln@wyo.gov.
- Old Plan Document - This document contains the official rules and regulations that govern the Deferred Compensation Plan before the June 1, 2011 changes.
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