ICMA-RC will provide you with the following materials:
- Employer Implementation Package which includes:
- Employer Implementation Data Form
- Resolution
- EZLink Access Form
- Blue Line 457 Deferred Compensation Plan and Trust Document
- Three copies of the Administrative Services Agreement signed by the Lodge and ICMA-RC.
Please complete the following steps:
- Complete the Employer Implementation Data Form and provide authorized signature.
- Complete the EZLink Access Form
- Sign the Lodge, Employer and ICMA-RC copy of the Administrative Services Agreement. Keep the copy marked "Employer Copy" for your records.
- Complete the Suggested Resolution and provide an authorized signature.
- Assemble Employer Materials for return to your Lodge
- _____ Employer Implementation Form
- _____ EZLink Access Form
- _____ Employer Resolution
- _____ Lodge Copy and ICMA-RC Copy of Administrative Services Agreement. Please make sure that an authorized representative signs each copy of the agreement prior to returning it to the Lodge.
- Mail Employer Materials to your Lodge.
Keep the following items for your records:
- Copy of Employer Implementation Data Form
- Copy of Suggested Resolution
- Copy of Employer Administrative Services Agreement.
- Plan and Trust Document