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Massachusetts Deferred Compensation SMART Plan – Forms (98966-01)


Complete Enrollment Form

Use this form to enroll in the SMART Plan and choose your own investment lineup from the options available in the Program.


Simplified Enrollment Form

Have your contributions automatically directed into the SMARTPath fund which most closely corresponds with the year you will turn 65.


SMART Plan Distribution Request

If you have separated from service, please call (877) 457-1900 to request a distribution form. Please click here for important information about your options with the SMART Plan.


Automated Minimum Distribution Request

If you want your minimum distribution to be calculated automatically and distributed to you, complete this form.


SMART Plan Beneficiary Designation

Designated beneficiaries have access to benefits upon the death of a SMART Plan participant.
Please note, you may also update beneficiary information online under My Profile.


SMART Plan Electronic Fund Transfer

SMART Plan participants may authorize to have payments transferred electronically to their financial institution.


SMART Plan Incoming Transfer/Rollover

If you have other retirement accounts, such as a governmental 457, 401(k), 401(a) or 403(b) plan or Individual Retirement Account (IRA), you may use this form to combine these accounts into your SMART Plan account.


SMART Plan Sick and Vacation Pay Deferral Agreement

Use this form to elect a one-time deferral of sick and vacation pay or Quinn Bill deduction (if applicable) into your SMART Plan account.


SMART Plan Service Credit Buyback

For service credit buyback, please contact your local representative.


SMART Plan Personal Information Change Request

Use this form to update your personal information with the SMART Plan, such as name, address, date of birth, and/or Social Security number.

Massachusetts Deferred Compensation SMART Plan – Mandatory OBRA Forms (98966-02)


OBRA Mandatory Distribution Request Form

If you have separated from service, please call (877) 457-1900 to request a distribution form. Please click here for important information about your options with the SMART Plan.


Automated Minimum Distribution Request

If you want your minimum distribution to be calculated automatically and distributed to you, complete this form.


OBRA Mandatory Participant Enrollment

All temporary, seasonal or part-time employees classified as OBRA are required to complete this form and enroll in the Plan.


Please note, human resource and payroll administrators must mail or fax the completed form to the address or fax number provided on the form.


OBRA Mandatory Beneficiary Designation

Designated beneficiaries have access to benefits upon the death of an OBRA Mandatory participant.


Please note, you may also update beneficiary information online in Account Access. This form may also be used for new enrollees that would like to designate additional beneficiary(ies).


OBRA Mandatory Electronic Fund Transfers

OBRA Mandatory participants may authorize to have payments transferred electronically to their financial institution.


OBRA Mandatory Service Credit Buyback

For service credit buyback, please contact your local representative.


OBRA Mandatory Personal Information Change Request

Use this form to update your personal information with the SMART Plan, such as name, address, date of birth, and/or Social Security number.

Massachusetts Deferred Compensation SMART Plan – Voluntary OBRA Forms (98966-03)


Enrollment

OBRA/part-time employees can use this form to enroll in the Voluntary OBRA Plan. Please note that you can also enroll on the website by clicking on "Let's Get Started" under ACCESS YOUR ACCOUNT.


OBRA Voluntary Distribution Request Form

If you have separated from service, please call (877) 457-1900 to request a distribution form. Please click here for important information about your options with the SMART Plan.


Automated Minimum Distribution Request

If you want your minimum distribution to be calculated automatically and distributed to you, complete this form.


OBRA Voluntary Beneficiary Designation

Designated beneficiaries have access to benefits upon the death of an OBRA Voluntary participant.


Please note, you may also update beneficiary information online in Account Access.


OBRA Voluntary Electronic Fund Transfer

OBRA Voluntary participants may authorize to have payments transferred electronically to their financial institution.


OBRA Voluntary Service Credit Buyback

For service credit buyback, please contact your local representative.


OBRA Voluntary Sick and Vacation Pay Deferral Agreement

Use this form to elect a one-time deferral of sick and vacation pay or Quinn Bill deduction (if applicable) into your OBRA Voluntary account.


OBRA Voluntary Personal Information Change Request

Use this form to update your personal information with the SMART Plan, such as name, address, date of birth, and/or Social Security number.


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