Forms

Information Change and Update

• Name and Address Change Request
• Beneficiary Designation Form

Retiree Tax Withholding and Banking

• Direct Deposit Form
• Federal Withholding Form
• State Withholding Form – California
• State Withholding Form – Other States
• Stop Payment Request

Disposition of Retirement Contributions

• Disposition of Retirement Contributions
• Disposition Form Instructions
• IRS Safe Harbor 402(f) Notice

Buybacks

• Request For Service Credit Calculation
• Application to Purchase Public Service

Tooltip Text

Disability

• Disability Retirement Flowchart
• Disability Retirement Application

Miscellaneous

• Claimant’s Statement
• Claim for Damages
• Death Affidavit
• Intent to Establish Membership for Elected Official
• Limitations of Retirement Benefits (IRC415) Pre 1990
• Limitations of Retirement Benefits (IRC415) Post 1990
• Mailing Opt-Out Request
• Non-Member Spouse Continuance Waiver
• Redaction of Name for Safety Reasons
• REFCO Request for Address form
• Request Form (Generic)
• Waiver of Membership (age 60 or older)

Estimate

• Estimate Request For Retirement Benefits