Money management forms

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From other retirement plans

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Distributions for beneficiaries and alternate payees

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Guidance for you and your attorney

Review this form for information regarding special tax information for plan payments
To Rollover or Transfer your account(s). You will also need to complete the Member Rollover/Transfer Acknowledgement form
Read how your plan is specifically designed for Public Safety Workers.
The requirements and agreement for enrollment in the Charles Schwab & Co. Inc. Self-Directed Brokerage Option

Enrollment forms


Eligible retiree enrollment form

Print the form

Additional forms are available once you log in to your account.