Forms/Publications/Governing Documents and Reports
Savings Plus literature is available below for your convenience. All documents in these sections are ADA accessible and are available for viewing and printing.
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Forms
- Enrollment Form
- Beneficiary Designation Form
- Benefit Payment Booklet (for withdrawals)
- Contribution Change Form
- Coronavirus-Related Distribution (CRD) Repayment Incoming Assets Form
- Direct Deposit/Debit Authorization Form
- 401(k) Hardship Withdrawal
- 457(b) In-Service Withdrawal
- In-Plan Roth Conversion Election Form
- Lump Sum Separation Pay
- PCRA Limited Power of Attorney
- PCRA Memorandum of Understanding
- Purchase of Service Credit
- Qualified Birth or Adoption Distribution Request Form
- Qualified Military Service Leave Benefit Payment Booklet
- Qualified Military Service Leave Loan Repayment Agreement
- Qualified Military Service Leave Make-up Contribution Booklet
- Rollover-In Form
- W-4P Federal Tax Withholding Form
- DE-4P State Tax Withholding Form
- 457(b) Traditional Catch-Up Form
- 457(b) Unforeseeable Emergency Withdrawal Booklet
- Social Security 360 Analyzer Fact Finder
Publications
- ARP Fact Sheet
- ARP Guide to Payout Options
- HR Leaders: Digital HR Benefit Kit
- Know Your Retirement Benefits
- Loan Fact Sheet
- PCRA Guide
- PCRA Pricing Guide
- PCRA Pricing Summary
- Plan Comparison Chart
- PST Fact Sheet
- Attention: Public Safety Employees
- QDRO Fact Sheet
- Ready to Retire Brochure
- Savings Plus Representative Map
- 402(f) Special Tax Notice
- Three Ways to Invest
- Transfer Restrictions and Redemption Fees
- Who We Are
Governing Documents and Reports
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