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) 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.