Loans
Using Your Plan
Active employees may apply for a loan for any purpose.
To apply for a loan:
- You may log on to Account Access using your User ID and Password.
- You may download, print and complete the 457 Direct Loan/Refinance Application Packet. The completed form can faxed to ICMA-RC at 1-202-682-6439.
Please note the following:
- All loan repayments must be made via Automated Clearing House (ACH), therefore, you will need to provide your bank account information on the loan application documents.
- The maximum term for a general purpose loan is 5 years. The maximum term for a primary residence loan is 15 years
- The interest rate on a general purpose loan is Prime Rate plus 0.5%. The interest rate on a residential loan is based on the FHA/VA rate. All interest is payable to your account.
- There is no annual maintenance fee for the loan.
- Applications for a Residential loan must be accompanied by a signed Purchase Agreement.
- Employees must apply for a loan directly through ICMA-RC. Do no submit any loan paperwork to Miami-Dade County’s Benefits Office.
- The State of Florida imposes a "documentary stamp tax" on retirement plan loans. If you execute a loan, you must remit payment to the Florida Department of Revenue no later than the 20th day of the month following the month your loan is executed. Please visit www.myflorida.com/dor for complete details regarding the tax.
- For more information regarding loans, please visit the Miami-Dade County Web site.