Forms

Log in to your account to take account actions like update your beneficiaries, change your contribution amounts or fund selections, etc.

Update your name, address or beneficiary

Keep your account current when life events like name changes, changes of address and changes to who you designate as your beneficiary(ies) occur. Use this Name-Address-Beneficiary Change Form (PDF) to document these changes.


Direct deposit account payments into your bank account

Use this Direct Deposit Authorization Form (PDF) to have payments from your account direct deposited into your checking or savings account.


Initiate a distribution

If you would like to initiate a distribution from your account(s), use the Retirement Benefit Options (PDF) form.

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

If you would like information regarding special tax information for plan payments, review the 402(f) Special Tax Notice (PDF) form.

Apply for an unforeseeable emergency

If you would like to apply for an unforeseeable emergency distribution, use the Unforeseeable Emergency Distribution Application.

Submit a post employment health plan (PEHP) reimbursement claim

Use this claim form to apply for a Post Employment Health Plan (PEHP) reimbursement (PDF).

Manage my Money

Self-Directed Brokerage Option Form (PDF) – Begin participation in the Self Directed Investment Account offered through Charles Schwab and Co., Inc.

LPOA for Self-Directed Brokerage Option Form (PDF)


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