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Forms

Money management forms

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Roll money into your plan

From other retirement plans

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Beneficiary and Alternate Payee distribution

Distributions for beneficiaries and alternate payees

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If you're divorcing

Guidance for you and your attorney

Rollover and transfer funds
Review this form for information regarding special tax information for plan payments
To participate in your PSPDCRP
For distributions to alternate payees
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

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Eligible retiree enrollment form

Print the form

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