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 
• 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 
• QDRO Fact Sheet 
• Ready to Retire Brochure 
• Savings Plus Representative Maps 
• 402(f) Special Tax Notice 
• Transfer Restrictions and Redemption Fees 
• Who We Are 

Plan Documents and Reports

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

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.