Deferred Compensation Forms - Treasurer-Tax Collector

457 Plan Forms

To Print and Submit Forms:

Print, complete and sign. Return form to:
Treasurer's Office
1221 Oak Street, Oakland, CA 94612
-or- Interoffice mail: QIC 20114

You will receive a signed copy from the Treasurer's Office.

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Enrollment Forms - Please call Linda Hulme for Enrollment booklet at 510.272.6809. For medical center employees call the Medical Center at 510.535.7411
Change of Name or Address (117Kb)
Beneficiary Designation (Change) (1.206Mb)
Payroll Modification (970Kb) Your request will be effective the following month after receipt.
Payout Instructions (35Kb)
Payout Request (272Kb) Distribution Election for Governmental 457 Plans
Emergency Withdrawal (249Kb)

Where can I get more information?
For questions about filling out and submitting the Deferred Compensation forms, contact Linda Hulme in the Treasurer’s Office via phone at 1-510-272-6809 (x26809) or via email.

Call Prudential Telephone Exchange Line to modify investments: 1-800-333-3829 - or - you can access Prudential's web site: http://www.prudential.com/online/retirement (requires PIN).