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Servicing Your Plan - Forms

Enrollment Form - If you are a District of Columbia employee looking to enroll into the DCPLUS 457(b) plan please complete the Enrollment Form and submit it to the address provided at the top of the form. A Local ING Representative will contact you to complete your enrollment into the plan and answer any questions you may have. For assistance completing the form please contact the Local ING Office at (202) 442-9749.

Participation Agreement - If you are a new participant to the plan or an existing participant and would like to change your contributions to your DCPLUS account please use the Participant Agreement form. Completed forms should be returned to the address provided at the top of the form. For assistance completing the form please contact the Local ING Office at (202) 442-9749.

Beneficiary Designation Form - Under DCPLUS, you are permitted to designate a person(s) who will receive payment of benefits in the event of your death. To ensure that death benefits under the plans are paid to the individual(s) of your choice, you should periodically review your plan beneficiary designation and determine whether any changes are appropriate. This is especially true if you have a life change event (e.g. marriage, birth of a child, divorce or death). It is important to note that with respect to the beneficiary(ies) you have designated - If you have a change in status, your designation is not automatically updated. For example, if your spouse is your beneficiary, that designation is not void as a result of your divorce. Your ex-spouse would remain your plan beneficiary until you make a change to your designation. The beneficiary you designate under DCPLUS is separate from any designation you may have made under the District’s pension plan or other programs in which you participate. If you do not designate a beneficiary under DCPLUS, in the event of your death, benefits will be paid to your estate. You have two convenient ways to update your beneficiary elections. You may either complete the Beneficiary Designation Form and return it to the address provided at the top of the form. Or, you may update your beneficiary elections by logging in to your account and selecting the "Beneficiary Information" link located under the "My Account" menu option, Click Here for a preview.

Incoming Direct Rollover/Transfer Form - If you have retirement assets in another 457(b), 401(a), 401(k), 403(b) or Traditional IRA account that you would like to rollover (or transfer) them to your DCPLUS 457(b) plan please complete the Incoming Direct Rollover/Transfer Form. Instructions are provided on the form but if you do need assistance please contact the Local ING Office at (202) 442-9749.

DCPLUS 457(b) Participant Information Booklet - For additional information on the DCPLUS 457(b) retirement program please review the participant information booklet.

Group annuities offered through a retirement plan are long-term investments designed for retirement purposes. Money distributed will be taxed as ordinary income in the year received. Account values fluctuate with market conditions and, when surrendered, the principal may be worth more or less than the original amount invested. Fund prospectuses and a participant Information Booklet containing complete information, including expenses, are available. Please read them carefully before you invest. ING does not offer legal or tax advice. Please seek the advice of your own legal or tax advisor prior to making a tax-related investment decision.

 

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Insurance products issued by ING Life Insurance and Annuity Company. Financial planning and securities offered through ING Financial Advisers, LLC (member SIPC), One Orange Way, Windsor, CT 06095-4774, or other broker/dealers with which it has a selling agreement.