dcp-nyceira-rollback-steps

Deferred Comp NYCE IRA Financial Wellness Account Access

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The Deferred Compensation Plan

Regret Rolling Your 457 or 401(k) Account Out of DCP?

Then we have good news for you. It's possible to roll your funds back into the Plan by using the NYCE IRA!

And it's as easy as 1-2-3

Establish a NYCE IRA Account online

Employees/former employees can apply either online or by filling out a paper NYCE IRA application (spousal applications can be submitted by paper application only)

Submit a Transfer Rollover Form

to us so that we can contact your current financial institution to arrange for the rollover

Contact Your Current Financial Institution

to see if you need to complete any paperwork with them

Establish a NYCE IRA Account online (NYC Employees/former employees only)

NYCE IRA Brochure (Includes Application)

NYCE IRA Transfer Rollover Form