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 Form and Memo of Understanding (PDF)

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options
  • Sign up for asset rebalancing

Deemed IRA Participation Agreement (PDF)

  • Enroll in the plan
  • Choose the type of IRA
  • Decide your contributions and frequency
  • Select or change beneficiaries
  • Select or change funding options

Manage my money

Incoming Assets Form (PDF)

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

Deferred Compensation Unforeseeable Emergency Distribution Application (PDF)

  • Apply for an unforeseeable emergency distribution

Manage my account

Beneficiary Change Form (PDF)

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

Automatic Deposit Authorization (PDF)

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

Manage someone else's account

Divorce (Domestic Relations Orders)

Follow this link to view/print the information you and your attorney will need to provide in the event of a divorce.

Military Leave

Follow this link to view/print information on how to notify us if you are going on military leave.

Beneficiary Distribution Form (PDF)

Alternate Payee Claim Form (PDF)

Use these forms 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.
  • Update your beneficiary information.
  • Request a payout.

Documents

Program Summary (PDF)

  • Answers questions about the different retirement plans – the 457(b) (Traditional and Roth) and Deemed IRA's (Traditional and Roth)

Educational Plan Comparison Chart (PDF)

  • Offers a comparison between the 457(b) and 403(b) plans

Deemed IRA(s) Traditional and Roth: Additional Ways to Invest Your Money for Retirement Brochure (PDF)

  • Explains the differences between the Traditional and Roth IRAs
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