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, Memo of Understanding and Payroll Deduction Authorization (PDF)

Use this form to:

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options
  • Add or change your checking or savings information for automatic deposits to your bank account

EZ Enrollment Form (Fillable PDF)

Use this form to quickly and easily enroll in the plan.

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

Final Paycheck Deferral Form (PDF)

Use this form to request a final paycheck deferral at termination or retirement.

Priority Distribution Form (PDF)

Payout Request Form (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)

Apply for an unforeseeable emergency distribution. Note that guidelines have recently been updated. For further information, please contact us.

Annuitant’s Request for Voluntary Arizona Income Tax Withholding (A-4P Form) (PDF)

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

Federal Tax Form (W-4P) Form (PDF)

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

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

Manage someone else's account

Divorce (Domestic Relations Orders)

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)

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.

PDFs require Adobe® Reader®

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