Forms

The forms listed below are the most frequently used forms. Log in to your account or contact us if you have questions about which form to use.

Enroll

Participation Agreement (PDF)

Use this form to:

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options

Manage my money

Incoming Assets Form (PDF)

Use this form to:

  • Roll money over from other retirement savings accounts into your Plan
  • Decide which investments you want the rollover money to go into

Payout Request Form (PDF)

Use this form to:

  • Select your payout options when you end your employment or retire
  • Request a payout
  • Stop current payouts
  • Change a current payout
  • Restart a payout
  • Required Minimum Distribution (RMD) required at age 70½

Manage my account

Special Tax Notice (PDF)

Beneficiary Change Form (PDF)

Use this form to change beneficiary information:

  • Select primary and contingent beneficiaries
  • Change how your money will be divided between your beneficiaries
  • Remove and add beneficiaries

Automatic Deposit Authorization (PDF)

Use this form to:

  • Add or change your checking or savings information for automatic deposits to your bank account

Withholding Certificate for Pension or Annuity Payments (IRS Form W-4P) (PDF)

Use this form to:

  • Determine how much Federal income tax you would like to have withheld from your pension or annuity payments

Manage someone else's account


Beneficiary Distribution Form (PDF)

Use this form for the initial claim, if you're a beneficiary, to report the death of a Plan member. Please remember to submit an original or certified copy of the death certificate and a copy of your driver's license.

PDFs require Adobe® Reader®

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