Forms & documents
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- Beneficiary Claim and Withdrawal Application (PDF) - Allows beneficiaries to claim an account upon the death of a participant
- Beneficiary Withdrawal Fact Sheet (PDF) - Guide on beneficiary accounts
- Enrollment Form (PDF) - Alternate form to enroll in the Savings Plus 457(b) and/or 401(k)
- Rollover In (PDF) - Roll incoming assets into your Savings Plus account from an outside provider
- PCRA Memorandum of Understanding (PDF) - Enroll in Personal Choice Retirement Account (PCRA)
- Qualified Domestic Relations Order (QDRO) Fact Sheet (PDF) - Information regarding QDRO account splits
- Model templates for QDRO account splits
- 457 QDRO Template (PDF)
- 401k QDRO Template (PDF)
- PST QDRO Template (PDF)
Guides
- 457(b) Traditional Catch-Up Guide (PDF)
- Enrollment Guide (PDF)
- In-Plan Roth Conversion Brochure (PDF)
- Investor Guide (PDF)
- PCRA Guide (PDF)
- PCRA Pricing Guide (PDF)
Publications
- 402(f) Special Tax Notice (PDF)
- Attention: Public Safety Employees (PDF)
- Know Your Retirement Benefits (PDF)
- Loan Fact Sheet (PDF)
- PCRA Pricing Summary (PDF)
- Plan Comparison Chart (PDF)
- Ready to Retire Brochure (PDF)
- Three Ways to Invest (PDF)
- Transfer Restrictions and Redemption Fees (PDF)
For your security, forms used for account management, investments, withdrawals, etc. can be found by logging into your account, and selecting Forms from the Manage Account drop down menu. Don’t have an online account? Create an online account