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3121 Deferred Compensation Plan & Forms

The 3121 Deferred Compensation Plan is a mandatory "retirement plan" for part time, seasonal and temporary employees of Tulare County. This deduction is in lieu of Social Security.

Withdrawals from the 3121 Plan may only be made under the following qualifying events:

1. Separation of Service from Tulare County - Withdrawals may be made but only if the employee has no intention of returning to employment with Tulare County for twelve months following the separation.

2. If, upon becoming a regular employee with Tulare County, the 3121 account balance is $5,000 or less and no contributions have been made to the plan for 24 months, a full withdrawal of the account may be made under the diminimus rule.

Please note: The 3121 Deferred Compensation plan has no provision for emergency hardship withdrawals.

* 3121 Deferred Compensation Plan Document (2009)

* Amendments to the 3121 Deferred Compensation Plan Document (2009)

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3121 Deferred Compensation Forms
 3121 ACH Direct Deposit Form (295.5 KB)
 3121 Alternate Payee Distribution Request (377.9 KB)
 3121 Automated Minimum Distribution Request Form (330.4 KB)
 3121 Beneficiary Form (417.6 KB)
 3121 Certification of Disability Form (117.1 KB)
 3121 Death Claim Form (384.5 KB)
 3121 Distribution Form (398.5 KB)
 3121 Electronic Funds Transfer (295.5 KB)
 3121 Enrollment Form & Social Security Replacement Form (651.8 KB)
 3121 Incoming Rollover Form (250.9 KB)
 3121 Investment Options At a Glance (17.2 KB)
 3121 Personal Information Change Form (405 KB)
 3121 Suitablity Profile (114.2 KB)

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