Forms and Publications
Savings Plus literature is available below for your convenience. All documents on this website are available for viewing and printing.
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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) 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 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, 2018
- Financial Audit Report for the period ending December 31, 2017 (Please contact us at (855) 616-4776 to receive a copy of the report)
- Financial Audit Report for the period ending December 31, 2016 (Please contact us at (855) 616-4776 to receive a copy of the report)
- Total Plan Cost Benchmarking Survey (ADA Accessible)
- ARP Plan Document (ADA Accessible)
- 401(k) Plan Document (PDF)
- 457(b) Plan Document (PDF)
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