Forms
Log in to your account to take account actions like update your beneficiaries, change your contribution amounts or fund selections, etc.
Enroll as a Retiree
Eligible Retiree Enrollment Form (PDF)
Initiate a distribution
If you would like to initiate a distribution from your account(s), use the Distribution 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
If you would like to Rollover or Transfer your account(s), use the Outgoing Rollover Request (PDF) and Member Rollover/Transfer Acknowledgement Form (PDF).
- Read Plan to Keep PSPDCRP Through Retirement (PDF)
If you would like information regarding special tax information for plan payments, review the 402(f) Special Tax Notice (PDF) form.
Schwab Self Directed Brokerage Option
Use these forms to enroll in the Self Directed Brokerage Option: