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Mailing Address E-Mail Address Married City State Mo ( Unmarried Female Male Zip Code ) ( ) Home Phone Work Phone Check box if you prefer to receive quarterly account statements in Spanish. Day Year Mo Day Year Date of Birth Date of Hire Do you have a retirement savings account with a previous employer or an IRA? Yes or No Important Notice: Employees participating in the Massachusetts Deferred Compensation SMART Plan - OBRA Mandatory Plan (the Plan) must complete Social Security.

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Related content

Massachusetts Deferred Compensation SMART Plan
GWRS FENRAP 3121 ][01/06/17)(. 98966-02. ADD NUPART. ADMIN FORMAT. ][NGLVRS/DOC ID:...
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Massachusetts Deferred Compensation SMART Plan...
GWRS FENRAP 3121 07/21/15. 98966-02. ADD NUPART. GP22 / 401370563. Page 1 of 2. Page 2. ][...
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OBRA Enrollment Form
GWRS FENRAP 3121 05/22/14. 98966-02. ADD NUPART. ADMIN FORMAT. GP22/360407263. Page 1 of...
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Such monies deferred by employees participating in the Plan are includible in Massachusetts gross income and are subject to withholding of Massachusetts income taxes during the taxable year in which such monies are paid or otherwise made available to such employees, their beneficiaries or estates through retirement, ...

My withdrawal may be subject to fees and/or loss of interest based upon my investment options, my length of time in the Plan and other possible considerations. If I have not been advised of the fees and risks associated with my withdrawal, I may contact Service Provider for a withdrawal quote at 1-877-457-1900.

Established in 1990, OBRA is an acronym for Omnibus Budget Reconciliation Act. The primary purpose of this 457 deferred compensation plan is to provide a retirement alternative to Social Security for all non-benefited part-time, seasonal and temporary employees.

The SMART Plan is open to employees of the Commonwealth of Massachusetts and participating governmental entities. There are no age or service requirements to enroll or participate in the SMART Plan.

The Massachusetts Deferred Compensation 457 SMART Plan is a retirement savings program available for Commonwealth of Massachusetts state and municipal employees. Eligible employees can save and invest before-tax and after-tax dollars through salary deferrals into our wide array of low fee investments options.

An annual administrative fee of 0.08% of your account balance will be charged on a monthly basis. For example, if you have a $10,000 account balance, the annual administrative fee would be $8.

The Massachusetts Deferred Compensation SMART Plan is a voluntary retirement savings program. Retiring employees may defer accumulated sick pay, vacation pay and back pay into their SMART Plan account. Employees separating from service may defer accumulated vacation and/or back pay.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232