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

Enrollment form (PDF)  

Use this form to:

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

EZ Enrollment Form (PDF)

Use this form to quickly and easily enroll in the plan

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
  • Decide if you want to enroll in Asset Rebalancing

Payout Request (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
  • Defer payout until Required Minimum Distribution (RMD) is required at age 70½

457 Deferred Compensation Catch-Up Election Form (PDF)

Use this form to:

  • Elect to increase your contributions

W-4P Federal Tax Form Instruction Sheet (PDF)

Use this form to:

  • Choose to have more federal income withheld

Manage my account

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

Manage someone else's account

Payout Request (PDF)

Use this form if you’re a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Report the death of a Plan member. Please remember to submit a certified copy of the death certificate if you are reporting the death of a plan member.
  • Request a payout.

PDFs require Adobe® Reader®

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