Money management forms

dollar bills cycling

From other retirement plans

document outline

Guidance for you and your attorney

Arizona State Statute SB1428

House engrossed senate bill for group health and accident coverage

402(f) special tax notice

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.