Publications and Forms

 

Employee

New and current employee information, handbooks, plan choice and Plan 3 information.

Beneficiary Designation
In addition to designating the beneficiary of retirement monies, the form includes a section for a $150,000 death benefit for PERS, PSERS, SERS, TRS, LEOFF and WSPRS members who die as a result of an injury sustained in the course of employment, or an occupational disease or infection that arises naturally and proximately out of covered employment.
Employees Substitute Reporting Chart
This is a quick reference chart to determine how to report an employee working in a school district or an educational service district (not for retirees). For retirees use the Retiree Returning to Work Charts.
Enrollment
For new members of LEOFF or WSPRS; members returning to a LEOFF or WSPRS eligible position; or PERS elected or Governor-appointed officials; a city managers; or chief administrative officers of a court, port district, or public utility district.
Independent Contractor Status Questionnaire
Use this questionnaire to begin your research on whether an individual is an independent contractor or an employee.
LEOFF Plan 2 Retiree Re-employment Form
This form must be completed by a LEOFF Plan 2 retiree returning to work in a PERS, PSERS, SERS, or TRS eligible position. Retirees must choose between two options: to become a member of PERS, PSERS, SERS or TRS and temporarily suspend their LEOFF benefit; or not become a member and continue to receive their LEOFF benefit.
Member History Chart
This chart is for reporting an employee hired into an eligible position, but does not apply to retirees or substitutes.
PSERS Eligibility Worksheet
This worksheet is designed to assist Public Safety Employees' Retirement System (PSERS) employers to determine an employee's eligibility for PSERS membership.
Position Eligibility Worksheet
Determine position eligibility for PERS, SERS, TRS Plan 2 or TRS Plan 3. It is recommended that the employer verify the position eligibility status annually, particularly if the position is ineligible.
Retiree Returning to Work Reporting Charts
Use these charts to determine how to report retirees working in eligible, ineligible or educational substitute positions.
Retirement Status (required by RCW 41.50.139)
Documents whether the employee has been a member or retired from a Washington State retirement system.
Employer Guide - PERS, SERS, & TRS Plans 2 & 3
This is a concise, 4-page reference aid to help employers administer retirement reporting for plan choice.
Ongoing PERS, SERS & TRS Plan 2 & Plan 3 Items
What publications are available? How do you schedule a seminar? What's a MIF and who gets it? Who has 90 days to choose? This important, four-page publication will answer your questions about plan choice for PERS, SERS and TRS members.
Plan 3 Change of Investment Program
Use this form to change the investment program for your future contributions.
Plan 3 January Transfer Opportunity
The Plan 3 January Transfer Opportunity publication provides eligibility rules for transferring to Plan 3.
Judicial Retirement System Handbook
This handbook describes your retirement benefits under the Washington State Judicial Retirement System (JRS)
LEOFF Plan 1 Handbook
This handbook describes your retirement benefits under Plan 1 of the Law Enforcement Officers— and Fire Fighters— Retirement System (LEOFF).
LEOFF Plan 2 Handbook
This handbook describes your retirement benefits under Plan 2 of the Law Enforcement Officers— and Fire Fighters— Retirement System (LEOFF).
PERS Plan 1 Handbook
This handbook explains your rights and benefits under Plan 1 of the Washington State Public Employees— Retirement System (PERS).
PERS Plan 2 Handbook
This handbook explains your rights and benefits under Plan 2 of the Washington State Public Employees— Retirement System (PERS).
PERS Plan 3 Handbook
This handbook explains your rights and benefits under Plan 3 of the Washington State Public Employees— Retirement System (PERS).
PSERS Plan 2 Handbook
This handbook explains your rights and benefits under Plan 2 of the Washington State Public Safety Employees— Retirement System (PSERS).
SERS Plan 2 Handbook
This handbook explains your rights and benefits under Plan 2 of the Washington State School Employees— Retirement System (SERS).
SERS Plan 3 Handbook
This handbook explains your rights and benefits under Plan 3 of the Washington State School Employees— Retirement System (SERS).
TRS Plan 1 Handbook
This handbook explains your rights and benefits under Plan 1 of the Washington State Teachers— Retirement System (TRS)
TRS Plan 2 Handbook
This handbook explains your rights and benefits under Plan 2 of the Washington State Teachers— Retirement System (TRS)
TRS Plan 3 Handbook
This handbook explains your rights and benefits under Plan 3 of the Washington State Teachers— Retirement System (TRS)
WSPRS Plan 1 Handbook
This handbook explains your rights and benefits under Plan 1 of the Washington State Patrol Retirement System (WSPRS)
WSPRS Plan 2 Handbook
This handbook explains your rights and benefits under Plan 2 of the Washington State Patrol Retirement System (WSPRS)
Plan Choice Booklet
New members of PERS, SERS and TRS have 90 days to choose between two different pension plans — Plan 2 or Plan 3. Inside this booklet you—ll find information, tools and resources that will help you determine your goals for retirement and how to best meet them. You may order copies of the Plan Choice Booklet for new employees.
Direct Deposit Authorization
Set up or change the direct deposit of your retirement benefit.
Name/Address Change
For retirees, beneficiaries and former members. Active members: please update your name and/or address through your employer.
How Can a Property Division Affect My Retirement Account?
When you become divorced or legally separated, a court can divide your retirement account between you and your ex-spouse through a property division order
Withdrawal of Retirement Contributions (For Plan 1 and Plan 2 - Includes Form)
For Plan 1 and Plan 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned. When completing the request to withdraw your contributions, members need to also complete an IRS form W-9 to verify Social Security number prior to payment.
Retirement Reporting Reminders - Substitutes
Learn how to avoid the most common transmittal reporting errors for substitutes working in school districts and educational service districts.
SERS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
For classified substitutes who belong to SERS Plan 2 or Plan 3.
SERS Plan 2 and Plan 3 Substitute's Guide Fact Sheet
A classified substitute is an employee of a school district or educational service district
TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit (Includes Form)
For Substitute Teachers who belong to TRS Plan 1.
TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit Fact Sheet
As a substitute teacher in one of Washington—s public schools, you may qualify to participate in the Teachers— Retirement System
TRS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
For substitute teachers who belong to TRS Plan 2 or Plan 3.
TRS Plan 2 and Plan 3 Substitute's Guide Fact Sheet
As a substitute teacher in one of Washington—s public schools, your membership in the Teachers— Retirement System (TRS) is optional.
 

Resources

General publications, newsletters, notices, sample letters, eServices and transmittals

Active Member Retirement Outlook
The Retirement Outlook newsletter provides valuable information on our programs, benefits and services.
Comprehensive Annual Financial Report (CAFR)
The Comprehensive Annual Financial Report contains detailed information on DRS membership, financial statements, investment performance and actuarial methodology.
DRS Notices and E-mails
Refer to these official communications from DRS for reporting and administrative information for retirement and deferred compensation.
Employer Handbook
The Employer Handbook is a comprehensive source of information on eligibility and associated topics that support timely and accurate reporting of retirement and Deferred Compensation data to DRS.
Summary Annual Financial Report (SAFR)
The SAFR includes a brief summary of the retirement plans administered by DRS, statistics of the number of participants for each plan, financial statement of the pension assets, pension investment holdings and returns, and highlights of accomplishments for the year.
Temporary Layoffs/Furloughs 2009-2011 Frequently Asked Questions
If you're a retirement system member with questions about the impact of temporary layoffs (furloughs) on your benefit during the 2009-2011 biennium, this FAQ can help.
Thinking About Retiring Early? (PERS, TRS and SERS Plans 2 and 3)
For Plan 2 and Plan 3 Members of the Public Employees' (PERS), Teachers' (TRS) and School Employees' (SERS) Retirement Systems
Using Service Credit Earned Outside TRS (Plan 2)
Includes an application in the PDF.
Using Service Credit Earned Outside TRS (Plan 3)
Includes an application in the PDF.
Using or Purchasing Out-of-State Service Credit (TRS Plan 1)
Includes an application in the PDF.
January Plan Transfer Option
This is a sample letter that advises eligible Plan 2 members of their option to transfer to Plan 3 each January.
New Member Plan Choice
This is a sample letter that advises new memebrs of their plan choice options.
Plan 3 Member Changing Employers
This is a sample letter that advises Plan 3 members of the contribution rate and investment program options they have if they change employers.
Prelist Supplement Form
For manual reports. Insert it into the prelist where you need extra pages.
Retirement Reporting Reminders - General Tips
Eliminate the common mistakes when reporting data or sending payments to DRS. Also three handy tips for determining eligibility like a pro!
Retirement Reporting Reminders - Temporary Duty Disability
Use this one-page aid to understand how to report members who are on temporary duty disability and the impact to their service credit.
Accessing Your Processed Transmittal Summary
An eight-page guide to accessing and running your transmittals processed by DRS.
ePay Your Way
Steps for making the first electronic ePayment to DRS.
eServices Contribution Reconciliation
A 14-page guide on using eServices to verify your employer contribution allocations.
Quick Start DCP - Web Based Employer Transmittals
A one-page guide providing step-by-step instructions for updating and submitting a DCP report online via WBET.
Quick Start Retirement - Web Based Employer Transmittals
A one-page guide providing step-by-step instructions for updating and submitting a retirement report online via WBET.
Request for Employer Information
Instructions for the RFEI system.
OASI - Request for Employer Information
Instructions for submitting Old Age and Survivors Insurance (OASI) data.
Using the DRS Web-Based Services
This 30-page publication provides instructions on how to log on and how to use DRS' Web-based applications.
ePay Frequently Asked Questions
Frequently Asked Questions about using ePay to make electronic payments.
 

Forms

Reporting and transaction forms frequently used by employers.

Financial Institution Authorization for ePay
Authorize DRS to debit your financial institution account for electronic payments.
ePay User Authorization
Allows employees to authorize DRS to debit their accounts, per their employers' electronic payment advices, for payments due to DRS.
Affidavit of Attorney in Fact
This completed form must accompany your Power of Attorney document.
Beneficiary Designation
Use this form to designate or change the person, estate, trust or organization to receive any money due from your retirement account at the time of your death.
Contractor or Third-Party Worker Retirement Status Verification form
Use this form to verify whether a contractor who is directly compensated has retired using the 2008. Early Retirement Factors (ERF)
Employees Working in School Districts & Educational Service Districts Reporting Chart
This is a quick reference chart to determine how to report an employee working in a school district or an educational service district (not for retirees). For retirees use the Retiree Returning to Work Charts.
Enrollment
For new members of LEOFF or WSPRS, or members returning to a LEOFF or WSPRS eligible position.
Independent Contractor Status Questionnaire (Contractor Status)
Use this questionnaire to begin your research on whether an individual is an independent contractor or an employee.
LEOFF Plan 2 Re-employment
This form must be completed by a LEOFF Plan 2 retiree returning to work in a PERS, PSERS, SERS, or TRS eligible position. Retirees must choose between two options: to become a member of PERS, PSERS, SERS or TRS and temporarily suspend their LEOFF benefit; or not become a member and continue to receive their LEOFF benefit.
Member History Chart
This chart is for reporting an employee hired into an eligible position, but does not apply to retirees or substitutes.
Member Information Form
Enrollment form new PERS, SERS or TRS members; for Plan 2 members who choose to transfer to Plan 3; or for Plan 3 members returning to eligible employment.
PSERS Eligibility Worksheet
This worksheet is designed to assist Public Safety Employees' Retirement System (PSERS) employers to determine an employee's eligibility for PSERS membership.
Position Eligibility Worksheet
Determine position eligibility for PERS, SERS, TRS Plan 2 or TRS Plan 3. It is recommended that the employer verify the position eligibility status annually, particularly if the position is ineligible.
Retiree Returning to Work Reporting Charts
Use these charts to determine how to report retirees working in eligible, ineligible or educational substitute positions.
Retirement Status (required by RCW 41.50.139)
Documents whether the employee has been a member or retired from a Washington State retirement system.
Notification of Death
Employers use this form to notify the Department of Retirement Systems when a member, beneficiary or retiree has died.
Credit Redistribution
Redistribute previous retirement system payments.
Higher Education Retirement Plan (HERP) Payment Advice
Use this form to report contribution payments for the Higher Education Supplemental Benefit Fund to DRS. Other DRS retirement systems and Deferred Compensation Program payments have their own payment advice forms.
Payment Advice
Report Plan 1 and Plan 2 payments to DRS.
Payment Advice DCP
Report payment for the Deferred Compensation Program
Payment Advice Plan 3
Report payments for Plan 3
Employer Guide - PERS, SERS, and TRS Plans 2 and 3
This is a concise, 4-page reference aid to help employers administer retirement reporting for plan choice.
Higher Education Employees Plan 3 Investment Program
For employees of higher education institutions who become eligible for the higher education retirement plan on or after July 1, 2011, and who have elected to participate in the Washington State Teachers' Retirement systems (TRS) Plan 3 (with faculty status), or the Washington State Public Employees' Retirement System (PERS) Plan 3 (without faculty status). This form should be turned in to the employer.
Ongoing PERS, SERS & TRS Plan 2 & Plan 3 Items
What publications are available? How do you schedule a seminar? What's a MIF and who gets it? Who has 90 days to choose? This important, four-page publication will answer your questions about plan choice for PERS, SERS and TRS members.
Plan 3 Payment Advice
Report payments for Plan 3
Plan 3 Change of Investment Program
Plan 3 members use this form to select a new investment program for future contributions; this form should be turned in to the employer.
Plan Choice Booklet
New members of PERS, SERS and TRS have 90 days to choose between two different pension plans - Plan 2 or Plan 3. Provide this booklet to a new employee who is eligible for plan choice immediately upon hiring. You may order copies.
Name/Address Change
For retirees, beneficiaries and former members. Active members: please update your name and/or address through your employer.
Withdrawal of Retirement Contributions (For Plan 1 and Plan 2 - Includes Form)
For Plan 1 and Plan 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned. When completing the request to withdraw contributions, members need to also complete an IRS form W-9 to verify Social Security number prior to payment.
Retirement Reporting Reminders - Substitutes
Learn how to avoid the most common transmittal reporting errors for substitutes working in school districts and educational service districts.
SERS Plan 2 and Plan 3 Substitute's Guide
For classified substitutes who belong to SERS Plan 2 or Plan 3.
TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit
Substitute Teachers who belong to TRS Plan 1.
TRS Plan 2 and Plan 3 Substitute's Guide
For substitute teachers who belong to TRS Plan 2 or Plan 3.
Retirement Reporting Reminders - General Tips
Eliminate the common mistakes when reporting data or sending payments to DRS. Also three handy tips for determining eligibility like a pro.
Retirement Reporting Reminders - Temporary Duty Disability
Use this one-page aid to understand how to report members who are on temporary duty disability and the impact to their service credit.