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).


Schwab Self Directed Brokerage Option

Use these forms to enroll in the Self Directed Brokerage Option:

NRW-2891AZ-PS.7
NRW-2891AZ-PS.7
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NRW-2913AO.1
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