Enrollment forms
Money management forms
401(k) Deemed IRA Rollover
Use for Deemed IRA rollovers
401(k) Transfer Rollover
Use for 401(k) rollovers
457 Plan to Plan Transfer
Roll over funds from other plans
Pre-Tax Lump Sum Participation Agreement
Used to defer one time lump sum amounts including unused sick leave or comp time at retirement or Block 50/Block 80 payments.
Beneficiary designation
Changes to and designations of beneficiaries
402(f) Special Tax Notice
Review this form for information regarding special tax information for plan payments
402(f) Roth Special Tax Notice
Review this form for information regarding special tax information for Roth plan payments
Federal and State Income Tax Withholding Change
Change federal and state income tax information