Forms and Publications

Savings Plus literature is available below for your convenience. All documents on this website are available for viewing and printing. To view and download you will need Adobe Acrobat Reader. Download it now for free.

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Forms

• Enrollment Form (ADA Accessible)
  • Enrollment Guide (ADA Accessible)
• Beneficiary Designation Form (ADA Accessible)
• Benefit Payment Booklet (ADA Accessible) (for withdrawals) 
  • ARP Benefit Payment Booklet (PDF)
  • Beneficiary Benefit Payment Booklet (ADA Accessible)
  • PST Benefit Payment Booklet (ADA Accessible)
• Contribution Change Form (PDF)
• Debit ACH Form (ADA Accessible)
• Direct Deposit Form (ADA Accessible)
• 401(k) Hardship Withdrawal (ADA Accessible)
• 457(b) In-Service Withdrawal (ADA Accessible)
• In-Plan Roth Conversion Election Form (ADA Accessible)
• Lump Sum Separation Pay (ADA Accessible)
• PCRA Limited Power of Attorney (PDF)
• PCRA Memorandum of Understanding (PDF)
• Purchase of Service Credit (ADA Accessible)
• Qualified Military Service Leave Benefit Payment Booklet (ADA Accessible)
• Qualified Military Service Leave Loan Repayment Agreement (ADA Accessible)
• Qualified Military Service Leave Make-up Contribution Booklet (ADA Accessible)
• Rollover-In Form (ADA Accessible)
• W-4P Federal Tax Withholding Form (PDF)
• DE-4P State Tax Withholding Form (PDF)
• 457(b) Traditional Catch-Up Form (ADA Accessible)
  • 457(b) Traditional Catch-Up Guide (ADA Accessible)
    
• 457(b) Unforeseeable Emergency Withdrawal Booklet (ADA Accessible)

Publications

• ARP Fact Sheet (PDF)
  • ARP Fact Sheet (ADA Accessible)
    
• ARP Guide to Payout Options (ADA Accessible)
• HR Leaders: Digital HR Benefit Kit (ADA Accessible)
• Investor Guide (PDF)
• Know Your Retirement Benefits (ADA Accessible)
• Loan Fact Sheet (PDF)
• PCRA Guide (ADA Accessible)
• PCRA Pricing Guide (PDF)
• PCRA Pricing Summary (PDF)
• Plan Comparison Chart (ADA Accessible)
• PST Fact Sheet (ADA Accessible)
• QDRO Fact Sheet (ADA Accessible)
• Ready to Retire Brochure (ADA Accessible)
• Savings Plus Representative Maps (ADA Accessible)
• 402(f) Special Tax Notice (PDF)
• Transfer Restrictions and Redemption Fees (PDF) 
• Who We Are (ADA Accessible) 

Plan Documents and Reports

• Financial Audit Report for the period ending December 31, 2017 (ADA Accessible)
• Financial Audit Report for the period ending December 31, 2016 (ADA Accessible)
• Total Plan Cost Benchmarking Survey (ADA Accesible)
• ARP Plan Document (ADA Accessible)
• 401(k) Plan Document (PDF)
• 457(b) Plan Document (PDF)

For more information or if you do not see the document you are looking for here, log into your account or contact a Savings Plus Service Center representative.