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Resources: General Applications & Forms
Resources: Deferred Compensation Resources
Homestead Funds
- Asset Allocation Model Form
- Authorized Cooperative/Employer Representative Form
- Deferred Compensation Account Maintenance Form
- Deferred Compensation Group Purchase Form
- Deferred Compensation Online Access for Plan Participants
- Deferred Compensation Participant Application (With Consulting Services)
- Deferred Compensation Plan Distribution Form
- Employer Instructions to Submit Funds Form
- Online Account Access Request Form
Homestead Advisers
- NQDC Comparison Chart
- Deferred Compensation Portal Access Request Form
- 457(b) – Plan Checklist
- 457(b) – Sample Beneficiary Election Form
- 457(b) – Sample Deferral Election Form
- 457(b) – Sample Payment Election Form
- 457(b) – Sample Setup Future Payments
- 457(f) – Plan Checklist
- 457(f) – Plan Distributions
- 457(f) – Sample Individual Terms, Agreement and Highlights
- Executive Benefit Restoration Plan – For Employees of Tax-Exempt Co-ops
- Executive Benefit Restoration Plan Checklist – Tax Exempt
- Executive Benefit Restoration Plan Checklist – Taxable
- Executive Benefit Restoration Plan, Pension Restoration Plan and Top Hat – Sample Beneficiary Election Form
- Top Hat – Checklist for Taxable Employees
- Top Hat – Sample Deferral Election Form
- Top Hat – Sample Payment Election Form
Resources: Short-Term Incentive and Retention Program for Employees
Homestead Funds
- Authorized Cooperative/Employer Representative Form
- Employer Instructions to Submit Funds Form
- Online Account Access Request Form
- Regular Group Purchase Form
- Short-Term Incentive and Retention Program for Employees Application
- Short-Term Incentive and Retention Program for Employees Distribution Form
Resources: Employer-Sponsored Savings Program
- Automatic Payroll Deduction Form
- Employer Instructions to Submit Funds Form
- Employer Sponsored Savings Program – Steps to Establish Your Homestead Funds Account
- Homestead Funds Consent to Disclosure
- Individual or Joint Account Application
- Non-Disclosure Agreement Employer-Sponsored Savings Program
- Regular Group Purchase Form
Resources: Disaster Reserve Accounts
Resources: Community Purpose Accounts
Resources: Entity Accounts
Resources: Retiree Medical Plans (FAS-106)
Resources: Resources for Benefits Administrators
- Beyond Traditional Benefits Integrating Financial Wellness Into Your Cooperative’s Strategy
- Co-op Poster: Ext-ROAR-dinary Dreams Saving for Education
- Co-op Poster: Let’s Complete the Circuit
- Co-op Poster: Maxed Out Your 401(k) Limit?
- Co-op Poster: Your Future Self Called. They Said Thank You.
- Essential Guide for Investors: Starting Your Investment Journey