Used to defer one time lump sum amounts including unused sick leave or comp time at retirement or Block 50/Block 80 payments.
Changes to and designations of beneficiaries
Review this form for information regarding special tax information for plan payments
Review this form for information regarding special tax information for Roth plan payments
Change federal and state income tax information
Limited Power of Attorney forms
Other forms
For help with the Domestic Relations Orders process, please call 1-800-542-2667
Military Leave
When you volunteer or are required to take military leave, please contact us to update your status. A customer service representative will ask for the information we'll need and answer any questions you may have.
Loan and repayments
If you're in the process of repaying a loan when you are called to active duty, you may be able to suspend making repayments while on active duty. If repayment is deferred, the outstanding loan balance – including interest and any fees – will be recalculated when you return from active duty. You can then resume payment on your loan under a new loan agreement or pay the balance in full.
Qualified military make-up deferrals
When you return from active duty, you're also eligible to make Qualified Military Make-up deferrals for up to the same amount that you could have deferred had your employment not been interrupted by your military service. You can begin your make-up deferrals in the calendar year that you return from military service, but you might benefit by waiting until January of the next calendar year. That way you can spread out the deferral amount over a full year instead of just a few months.
To take advantage of Qualified Military Make-up deferrals when you return, you'll need the following:
Qualified Military Service Make-up form
Military Orders
Please contact us when you return from military service to receive a copy of the Qualified Military Makeup form.
Additional forms are available once you log in to your account.
