Forms

To use a form electronically, download it onto your computer hard drive first and save it on your desktop. Then open the saved PDF from your desktop to type in your information and save the completed form.  

If the form is not fillable electronically, you can print out the form you need and fill out a hard copy.

* The six forms with an asterisk are also available in fully automated format. This means you can complete the form online and submit it digitally. Note: The automated versions of the forms are not accessible directly from the website.  To request one of the automated documents, contact the Service department at 1-800 986-6222 to ask them to email it to you.

Retirement Plan Application (A-1)*

Employment Change Report (A-2)*

Member Contribution Plan Salary Reduction Agreement (A-13a)*

Salary Reduction Agreement Guideline (GL5)

Retirement Only Plan Change of Contribution (A-13b)*

Designation of Beneficiary Comprehensive Plan (B-1)

Designation of Beneficiary Group Term Life Insurance Before Retirement (B-2)

Designation of Beneficiary Member Contribution Plan (B-3)

Designation of Beneficiary Retirement Only Plan (B-13)

Electronic Fund Transfers Request Employer (EFT)*

Electronic Fund Transfers Request Member (EFT)

Substitute State Withholding Certificate (SSWC)

Substitute State Withholding Certificate - Mandatory (SSWC-M)

Request Plan-to-Plan Transfer (A-17)

Address Change Form (ADD-1)

Compensation Change Request (A-18)*

Withholding Certificate for Pension or Annuity Payments (WP-4 Form)