Forms and Publications

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 
  • Enrollment Guide 
• Beneficiary Designation Form 
• Benefit Payment Booklet (for withdrawals) 
  • ARP Benefit Payment Booklet 
  • Beneficiary Benefit Payment Booklet 
  • PST Benefit Payment Booklet 
• Contribution Change Form 
• Automated Clearing House (ACH) Authorization Form
• Debit ACH Form 
• Direct Deposit 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 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) Traditional Catch-Up Guide  
    
• 457(b) Unforeseeable Emergency Withdrawal Booklet 

Publications

• ARP Fact Sheet
• ARP Guide to Payout Options
• HR Leaders: Digital HR Benefit Kit
• Investor Guide
• 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 Maps
• 402(f) Special Tax Notice
• Three Ways to Invest
• Transfer Restrictions and Redemption Fees
• Who We Are

Plan Documents and Reports

• 2019-2023 Savings Plus Strategic Plan
• 401(k) Plan Document 
• 457(b) Plan Document 
• ARP Plan Document 
• Financial Audit Report for the period ending December 31, 2016
• Financial Audit Report for the period ending December 31, 2017
• Financial Audit Report for the period ending December 31, 2018
• Total Plan Cost Benchmarking Survey 

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.