Deferred Compensation

Report your participation in a deferred compensation plan in Part 3.  In addition, report your deferred compensation in Part 2 (see Part 2 of this guide for details).

For You

Part 3

Report your continuing participation in a deferred compensation plan.  In addition, if you are an Annual or Termination filer, report a deferred compensation plan in which you participated at any point during the reporting period.

Employer or Party:  Provide the name of the employer.

City/State:  Provide the city and state in which the employer is located.

Status and Terms:  Identify the plan as a deferred compensation plan and describe its terms in detail.  Among other details, state what you will receive and when you will receive it.  In addition, state any deviations from the normal terms of the plan that the employer will make for you.  This includes any acceleration of payment, any waiving of vesting requirements, and any change in the form or timing of payment or eligibility.

Date:  Provide the month and year in which you began participating in the plan.