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 $50,000?
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 account types (2) are exempt from accelerated payments?
What are beneficiary accounts and rollover accounts
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?
These are the 3 requirements for online withdrawal entry (Not a UE WD).
What is T, Z, or E status with verifiable ACH info and online profile active for 30+ days?
If a non-spousal beneficiary dies, where do funds go?
What is their estate?
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 is the full program name.
What is Ohio Public Employees Deferred Compensation Program?
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?
This event will void a POA.
What is death?
These account types are exempt from the 20% Federal income tax withholding on FLS withdrawals.
What are estates, trusts, and charities?
This is the current 60-63 catch-up contribution limit.
What is $35,750.00?
This tab is where you can quickly access both the Plan Document and the Memorandum of Understanding on the same page of the website.
What is the Enroll tab?
These 3 account types (and corresponding 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 is the document used in place of the Letters of Authority when there is an estate beneficiary but no estate is being opened.
What is an Entry Relieving Estate from Administration?