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)

Schwab Self Directed Brokerage Option

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

• Schwab Memorandum of Understanding (MOU) (PDF)
• Schwab Limited Power of Attorney (LPOA) (PDF)
• Schwab Pricing Guide (PDF)