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Forms

The forms listed below are the most frequently used forms. Log in to your account or contact us if you have questions about which form to use.

Enroll

Participation Agreement Form (PDF)

Use this form to:

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options

Schwab Self Directed Brokerage Account (SDBA) Participation Agreement (PDF)

Use this form to:

  • Learn about the major requirements and provisions associated with the SDBA account
  • Sign up for a SDBA account

Manage my money

Incoming Assets Form (PDF)

Use this form to:

  • Roll money over from other retirement savings accounts into your Plan
  • Decide which investments you want the rollover money to go into

Retirement Benefit Options (PDF)

Use this form to:

  • Select your payout options when you end your employment or retire
  • Request a payout
  • Stop current payouts
  • Change a current payout
  • Restart a payout
  • Defer payout until Required Minimum Distribution (RMD) is required at age 70½

Annual Election and Authorization for Withdrawal/Employer Certification (PDF)

Use this form to:

  • Elect to pay qualified health and long-term care insurance premiums with up to $3,000 from your 457(b) deferred compensation account. 

Unforeseeable Emergency Distribution Application (PDF)

Use this form to:

  • Apply for an unforeseeable emergency distribution

Manage my account

Beneficiary Change Form (PDF)

Use this form to change beneficiary information:

  • Select primary and contingent beneficiaries
  • Change how your money will be divided between your beneficiaries
  • Remove and add beneficiaries

Direct Deposit Authorization (PDF)

Use this form to:

  • Add or change your checking or savings information for automatic deposits to your bank account

Withholding Certificate for Pension or Annuity Payments (IRS Form W-4P) (PDF)

Use this form to:

  • Determine how much Federal income tax you would like to have withheld from your pension or annuity payments

Manage someone else's account

Divorce (Domestic Relations Orders)

Follow this link to view/print the information you and your attorney will need to provide in the event of a divorce.

Beneficiary Claim Form (PDF)

Use this form if you're a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Report the death of a Plan member. Please remember to submit a certified copy of the death certificate if you are reporting the death of a plan member.
  • Update your beneficiary information.
  • Request a payout.

Publications

Deemed IRA information Disclosure Statement (PDF)

Use this form if you're a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Summarizes the provisions related to the program

Your Rollover Options (Special Tax Information) (PDF)

Use this form if you're a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Describes the rollover rules that apply to payments from the Plan that are from a designated Roth account

PDFs require Adobe® Reader®

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