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.

COVID-19 and the CARES Act

Your Plan adopted important provisions of the CARES Act that may allow you to make an emergency withdrawal or have your loan repayments due in 2020 delayed.

To be eligible for either the Coronavirus Related Distribution (CRD) or delaying loan repayments that are due in 2020, you must be able to self-certify under one of the following:

  • I have been diagnosed with the virus SARS-CoV-2 or with coronavirus disease 2019 (COVID-19) by a test approved by the Centers for Disease Control and Prevention; or
  • I have a spouse or dependents diagnosed with such virus or disease by such a test; or
  • I have experienced adverse financial consequences stemming from such virus or disease as a result of:
    • Being quarantined, furloughed, or laid off
    • Having reduced work hours
    • Being unable to work due to lack of child care
    • The closing or reduction of hours of a business I own or operate

Coronavirus Related Distribution (CRD) Form – use this form to request up to a $100,000 distribution

Coronavirus Related Loan Repayment Delay Request – use this form to request to delay repayments that are due in 2020. If using this Form in conjunction with taking a new loan, the loan initiation fee will automatically be waived.

Coronavirus Related Loan Initiation Fee Waiver Request – use this form to request the loan initiation fee be waived if you are taking a new loan and not going to delay repayments

Questions? Please contact us at 1-877-677-3678 and a representative will be happy to assist.

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

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 70½

Deferred Compensation Unforeseeable Emergency Distribution Application (PDF)

Use this form to:

  • Apply for an unforeseeable emergency distribution

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.
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