Deferred Comp Forms and Information

This page contains forms and information realted to the County's Deferred Compensation program.

To skip to a specific section follow the links below:

• Online Accounts and Enrollment
• Enrollment Form
• Contribution Change Form
• Distribution Forms and Information
• Close to Retiring?
• Other Forms and Information

Online Accounts and Enrollments

Sonoma County Deferred Compensation plans can be accessed, managed and enrolled in online at www.sonom457.com.

By Logging into your online account you can now complete the following changes and updates:

• Beneficiary Changes - See the View Account tab
• Contribution Changes - See the Manage Account tab, and select Managing my contributions under the Managing my money section.

NEW 457 Online Enrollments:

• If you have no other current Nationwide account, you can Enroll in the 457 plan by clicking ENROLL NOW on the main page at www.sonoma457.com.
• If you previously had a PST/OBRA or have a 401A, to enroll in the 457 for the first time, you need to login to your online account or create online access. Once logged in, you can enroll by selecting the Manage Account tab and then selectingg Enroll in another plan under the Other Actions section.

Enrollment Form

• 457 Participation Agreement

Contribution Change Form

• NRS Contribution Change Form

Distribution Forms and Information

• 457 Distribution
• 401a Distribution
• PST Withdrawal
• Distribution Options for 457 Plans
• Distribution Options for 401a Plans

Close to Retiring?

• Top 10 Reasons to Stick With Your Deferred Comp Plan

Other Forms and Information

• Deferring All or Part of a Lump Sum Payment or Accruals Procedure
• Accrual or Lump Sum Deferral Form
• Nationwide Retirement Resource Group Flyer
• Loan Information
• 457(b) Deferred Compensation 3-Year Special Catch-Up Election Form
• Incoming Assets Rollover Form
• Outgoing Assets Rollover Form
• Name, Address, Beneficiary Change Form
• Purchase of Service Credit -- SCERA
• Nationwide Plan-to-Plan Transfer