Where can I obtain Plan forms for the BART Deferred Compensation Plan?
The majority of forms are available at the BART Benefits Office. The following forms are also available at various work locations: • Employee Change Form—to change your address, Beneficiary designation, investment allocation or amount of Compensation deferred into the Plan. The following forms are available through the BART Benefits Office (see contact page at end of this Summary Plan Description for address): • Employee Enrollment Form—to enroll in the plan, select investment alternatives and name your Beneficiary. • Withdrawal Form—to apply for benefits after termination of employment or on the basis of a hardship. • Designation of Beneficiary Form—to name or modify your Beneficiary designation. • Employee Request for Account Transfer—to request a transfer of assets from an eligible account into your Plan Account. • Direct Deposit Form—to have periodic distribution checks paid by direct deposit to your bank account (submit a direct deposit form with the Withdrawal Form). • Catch-up P
