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

EZ Enrollment and Participant Agreement (PDF)

Participation Agreement (PDF)

Use these forms to:

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

Auto Enroll Opt-Out (PDF)

Use this form to opt-out of automatic enrollment

Manage my money

Contribution Change Form (PDF)

Use this form to make changes to your contribution amounts. This form must be returned to the City's Payroll Department

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
• Decide if you want to enroll in Asset Rebalancing

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 72

Deferred Compensation Unforeseeable Emergency Distribution Application (PDF)

Use this form to:

• Apply for an unforeseeable emergency distribution

Qualified Birth and Adoption Distribution Form (PDF)

Use this form to:

• Request a distribution due to the birth of a child or adoption of a child. The request must be made within a one year period beginning on the date the child is born or on the date the legal adoption of the adoptee is finalized.

402(f) Special Tax Notice (PDF)

Review this form for information regarding special tax information for plan payments.

Manage my account

Beneficiary Change Form (PDF)

Use this forms to change beneficiary information:

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

Automatic Deposit Authorization (PDF)

Use this form to:

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

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.

Military Leave

Follow this link to view/print information on how to notify us if you are going on military leave.

Beneficiary Distribution Form (PDF)

Alternate Payee Claim Form (PDF)

Use these forms if you're a beneficiary or an alternate payee, such as a former spouse or a dependent 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.