Withdrawals
These are the partial lump sum and systematic withdrawal minimums.
What are $2500 and $250?
These are the plan types that Ohio Deferred Compensation offers.
What are Traditional and Roth 457(b) accounts?
This ORIS tab shows all the accounts under the same participant.
What is the Account Summary tab?
These account statuses are generally eligible for withdrawal.
What are T, E, and Z status?
What is a Qualified Domestic Relations Order?
This is the maximum amount that can be entered for an online withdrawal.
What is $25,000?
This is the maximum administrative fee, quarterly.
This ORIS tab will show you the account from which a beneficiary or alternate payee account originated.
What is Linked Accounts?
These are all of the active participant account statuses.
What is A, F, C, and K status?
These documents are required to establish Power of Attorney on an account.
What are the Power of Attorney Submission form, the Power of Attorney document, POA's Driver's License, and sometimes a Letter of Incapacitation?
These are the 3 things that must occur on an active account prior to a withdrawal paying out.
What are the TOE, Amend to 0, and EV?
This is the full program name.
What is Ohio Public Employees Deferred Compensation Program?
These are all of the requirements for online withdrawal entry.
What is T or Z status with an RMD, or E status with a bank account on file, and online profile active for 30+ days?
This account status cannot re-enroll for one full year following the transaction that triggered this status.
What is S status, or Small Balance Distribution Status?
These account types are exempt from divorce holds.
What are beneficiary accounts?
These are the 2 requirements for a Roth withdrawal to be qualified.
What is the participant is over age 59.5 and it has been at least 5 years since the year of the first Roth contribution?
This ORIS tab allows you to access any system generated confirmation letters.
What is Reprint Correspondence?
These 2 account types are the only ones eligible for the "RMD met with another plan provider" option.
What are IRA and 403b Rollover accounts?
What is an Entry Relieving Estate from Administration?
These account types are exempt from the 20% Federal income tax withholding on FLS withdrawals.
What are estates, trusts, and charities?
This is the area of the Ohio Revised Code that establishes Ohio Deferred Compensation.
What is chapter 148?
This is where you access both the Plan Document and the Memorandum of Understanding on the website.
What is the Enroll tab?
These 3 account types (and values) do not receive annual statements, historically.
What is active accounts under $1000; T and Z status accounts under $5000, and E status accounts under $15,000?
This section of the Ohio Revised Code names Ohio DC accounts as marital assets.
What is section 3105.171(iv)?