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: Download and Print (PDF) or Complete online
Use this form to:
- Enroll in the plan
- Select or change beneficiaries
- Select or change investment options
Change my contributions
Change Contribution Form (PDF) or Complete online
Use this form to:
- Change your contributions
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
457(b) Plan Distribution Request Form (PDF)
401(a)/403(b)/401(k) Plan Distribution Request Form (PDF)
Use this form(s) 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
Required Minimum Distribution (RMD) Form (PDF)
Use this form tohange your payout options for Required Minimum Distribution (RMD) required at age 70½
Deferred Compensation Unforeseeable Emergency Distribution Application (PDF)
Use this form to:
- Apply for an unforeseeable emergency distribution
402(f) Special Tax Notice (PDF)
Review this form for information regarding special tax information for plan payments.
Manage my account
Beneficiary Change Form (PDF)
Use this forms 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
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.
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.