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Forms

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FORM NAME: DESCRIPTION:
Retirement Catch Up The Catch up form must be filled out to take advantage of the catch-up provision in the plan. Includes  information and some instructions on filling out the  Catch up form. 
Don't Blink! <grin> PHAROS -
(Participant History Aggregator Retrieval Online System)

Eligibility for Catch Up

Use this table to determine how much money you can allocate toward catch up.

*Includes a custom individualized Table that shows how much money was contributed by a participant in the plan since Joining - broken down by year and amount of contribution.

Unforeseeable Emergency Application  U.F.E. application - * Important *- Call your union representative before using this form.
Normal and Age 50  Deferrals From Scat form Use this form if you wish to designate funds from your (final) SCAT check
Beneficiary Form (AIG) This form is used to designate a beneficiary (AIG Valic Participants)
Beneficiary Form (TRowe) This form is used to designate a beneficiary (TRowe Participants)
Purchase Service Credits Form (AIG VALIC ) Use this form to Purchase Service Credit using funds from your AIG VALIC Account.  You must be eligible to purchase service credit.

Purchase of Service Credits Form (TRowe Price)

Use this form to Purchase Service Credit using funds from your TRowe Price Account.  You must be eligible to purchase service credit.
Participant Maintenance Form Used to update personal information including Change of Address - for TRowe Price investors.
Administrative Change Form Used to update personal information including Change of Address - for AIG Valic Price investors.
Retirement Calculator The Retirement Calculator is designed to give you a general idea of how much you need to save now to provide your desired retirement income. It also shows how long the traditional sources of income might be expected to last in retirement.
     
Suffolk County Public Employees Deferred Compensation Plan
c/o Civil Service, Building #158
PO Box 6100
Hauppauge, NY 11788
631-853-5424

1-888-457-5770 www.troweprice.com

1-888-568-2542 Retirement Planning
1-866-219-6412 www.AIGRetirement.com/suffolk