U.S. OMNI - Catch-Up Forms

Contribution Catch-Up Forms

What is the 403(b) Service Based Catch-Up?

This catch-up provision permits employees with 15 or more years of service to contribute up to an additional $3,000 beyond their base limit, allowing individuals over age 50 to contribute $29,000 in 2020 ($22,500 for employees under age 50.) In addition, a 403(b) participant must have contributed less than an average of $5,000/year over the course of their employment. To request that OMNI determine your eligibility to utilize the Service Based Catch-Up, please fill out and submit the form either online or by downloading the PDF and returning it to OMNI. Please note: Eligibility for the 403(b) Service Based Catch-Up provision is determined by your employer’s 403(b) plan.

What is the 457(b) Final Three Year Catch-Up?

This catch-up permits employees to contribute up to twice the base limit ($39,000 in 2020) to their 457(b) account in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. To request that OMNI determine your eligibility to utilize the 457(b) Final Three Year Catch-Up, please fill out and submit the form either online or by downloading the PDF and returning it to OMNI. Please note: Eligibility for the 457(b) Final Three Year Catch-Up provision is determined by your employer’s 457(b) plan.

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