Forms and Publications

Use the categories below to locate forms and publications according to your career waypoints. Also available are links to All Forms/Publications by Name and All Forms/Publications by Subject to help you access the documents you need.

Getting Started

Have you just begun your public service in Washington? Below are all the publications and forms that you need.

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.
Plan Choice Video
Get an overview of the basics in this short video. New members of PERS, SERS and TRS have 90 days to choose between two different pension plans - Plan 2 or Plan 3.
Elected Official Index
As an elected or governor-appointed official, you can receive retirement benefits. However, you must meet the minimum requirements for your plan and position, and choose to participate or you will be exempt from membership.
Active Member Retirement Outlook
The Retirement Outlook newsletter provides valuable information on our programs, benefits and services. You can review the current or previous issues by choosing one of the links below.
Understanding Your Plan 3/DCP Statement
Your Plan 3 quarterly statement is just one of the many ways we serve you.
Annuity Guide
Explains the annuity options that are available through the Plan 3 Self-Directed and Total Allocation Portfolio (TAP) programs. This guide also includes forms to purchase an annuity.
Higher Education Plan 3: 30-Day Retirement System Choice
For higher education employees first hired on or after July 1, 2011, who are eligible to participate in a higher education plan (HERP).
Plan 3 PERS, TRS and SERS Record Keeper Publications
Plan 3 guides, flyers and booklets
PERS, SERS and TRS Plan 3 Report Library
Past and current issues of Plan 3 reports included with your quarterly statement mailings.
Plan 3 Investment Guide
The guide provides fund descriptions, fees, processing rules, and other information for both Self-Directed and WSIB investment programs.
Plan 3 for Higher Education Employees -- Facts at a Glance
For new employees of a Higher Education Institution who are eligible to make an election to participate in a Higher Education Retirement Plan or DRS Plan 3.
DCP Enrollment Booklet
DCP is a retirement savings program offered in addition to your state pension.
DCP Overview
TheWashington State Deferred Compensation Program (DCP) isa supplemental retirement savings program (an IRC Section 457 plan) that offers you the opportunity to invest money toward securing the retirement you envision.
DCP Stay in the Plan
Whether you're getting ready to retire or just taking a break from employment, you have the option of maintaining your Washington State Deferred Compensation Program (DCP) account
DCP Update Newsletters
Stay up to date with the most current information on your DCP account
Enrollment
For new members of LEOFF or WSPRS, or members returning to a LEOFF or WSPRS eligible position.
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.
Member Information Form
Enrollment form for new PERS, SERS or TRS members, or for Plan 2 and Plan 3 members returning to eligible employment.
SERS Plan 2 and Plan 3 Substitute's Guide
For classified substitutes who belong to SERS Plan 2 or Plan 3.
TRS Plan 2 and Plan 3 Substitute's Guide
For substitute teachers who belong to TRS Plan 2 or Plan 3.

Mid Career

It's a great time for a checkup. Use the tools and resources below to answer questions about your retirement.

LEOFF Plan 1 Disability Benefits
If you are a member of the Washington State Law Enforcement Officers— and Fire Fighters— Retirement System (LEOFF) and you become disabled, you may be entitled to disability benefits.
LEOFF Plan 1 Disability Board Guidelines
Any member who believes he or she is physically or mentally disabled may apply for disability retirement.
LEOFF Plan 2 Disability Benefits
If you are a LEOFF Plan 2 member and you become disabled, you may be entitled to disability benefits. The Department of Retirement Systems (DRS) recommends that you contact a LEOFF retirement services analyst if you plan to apply for disability retirement.
PERS Plan 1 Disability Benefits
If you are a member of PERS Plan 1 and you become disabled, you may be entitled to disability benefits.
PERS and SERS Plan 2 and Plan 3 Disability Benefits
If you are a member of PERS Plan 2 or Plan 3 or SERS Plan 2 or Plan 3 and you become disabled, you may be entitled to disability benefits.
PSERS Plan 2 Disability Benefits
If you are a member of the Public Safety Employees' Retirement System (PSERS) and you become disabled,
TRS Plan 1 Disability Benefits
If you are a member of TRS Plan 1 and become disabled, you may be entitled to disability benefits.
TRS Plan 2 & 3 Disability Benefits
If you are a member of TRS Plan 2 or Plan 3 and become disabled, you may be entitled to disability benefits.
What is Dual Membership and How Does It Affect Me?
This information defines dual membership and talks about how it affects your retirement benefit.
Thinking About Retiring Early? (PERS, TRS and SERS Plans 2 and 3)
As a Plan 2 or 3 member of PERS, SERS or TRS, you have the option to retire early and begin receiving a retirement benefit once you meet the minimum service requirements. This publication provides information about some of the things to consider before deciding if early retirement is right for you.
Judicial Benefit Multiplier Brochure (PERS)
For judicial members of the Public Employees' Retirement System.
Judicial Benefit Multiplier Brochure (TRS Plan 1)
For judicial members of the Teachers' Retirement System Plan 1.
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)
LEOFF Plan 1 Military Service Credit
Interruptive military service credit is service credit available to those who temporarily leave their Law Enforcement Officers— and Fire Fighters— Retirement System Plan I (LEOFF 1) employment to serve in the U.S. military.
PERS Plan 1 Interruptive Military Service Credit
Interruptive military service credit is service credit available to those who interrupt their membership with the Public Employees— Retirement System Plan 1 (PERS 1) to serve in the United States Armed Forces.
PERS Plan 1 Non-interruptive Military Service Credit
Non-interruptive military service credit is service credit available to those who served in the U.S. military prior to becoming Public Employees' Retirement System Plan 1 (PERS) members.
Plan 2 and Plan 3 Military Service Credit
If you take a leave of absence from your retirement covered position to serve in the United States uniformed services, you are interrupting membership in your retirement system for that military service.
TRS Plan 1 Military Service Credit
Interruptive military service credit is service credit available to those who temporarily leave membership with the Teachers— Retirement System Plan 1 (TRS) to serve in the United States Armed Forces.
WSPRS Plan 1 Interruptive Military Service Credit
Interruptive military service credit is service credit available to those who interrupt their Washington State Patrol Retirement System (WSPRS) commissioned service to serve in the U.S. military.
WSPRS Plan 1 Non-interruptive Military Service Credit
Non-interruptive military service credit is service credit available to those who served in the U.S. military prior to becoming Washington State Patrol Retirement System (WSPRS) members.
Active Member Retirement Outlook
The Retirement Outlook newsletter provides valuable information on our programs, benefits and services. You can review the current or previous issues by choosing one of the links below.
A Guide to Your Plan 3 Quarterly Statement
Your Plan 3 quarterly statement is just one of the many ways we serve you.
Annuity Guide
Explains the annuity options that are available through the Plan 3 Self-Directed and Total Allocation Portfolio (TAP) programs. The forms to obtain an annuity are also included in this guide.
Higher Education Plan 3: 30-Day Retirement System Choice
For higher education employees first hired on or after July 1, 2011, who are eligible to participate in a higher education plan (HERP).
Plan 3 PERS, TRS and SERS Record Keeper Publications
Plan 3 guides, flyers and booklets
PERS, SERS and TRS Plan 3 Report Library
Past and current issues of the Plan 3 reports included with your quarterly statement mailings.
Plan 3 Investment Guide
The guide provides fund descriptions, fees, processing rules, and other information for both Self-Directed and WSIB investment programs.
Plan 3 for Higher Education Employees -- Facts at a Glance
For new employees of a Higher Education Institution who are eligible to make an election to participate in a Higher Education Retirement Plan or DRS Plan 3.
DCP Enrollment Booklet
DCP is a retirement savings program offered in addition to your state pension.
DCP Overview
TheWashington State Deferred Compensation Program (DCP) isa supplemental retirement savings program (an IRC Section 457 plan) that offers you the opportunity to invest money toward securing the retirement you envision.
DCP Stay in the Plan
Whether you're getting ready to retire or just taking a break from employment, you have the option of maintaining your Washington State Deferred Compensation Program (DCP) account
DCP Update Newsletters
Stay up to date with the most current information on your DCP account
How Career Transitions Affect your Health Care Coverage and your Retirement Accounts
Should you leave or change jobs, our career transitions information can help you understand the retirement account and health care decisions you—ll need to make.
Recovery of Withdrawn Service Credit (Plan 1)
Many public employees in Washington State leave public employment sometime during their careers and exercise the option to withdraw their contributions from their retirement fund.
Recovery of Withdrawn Service Credit (Plan 2)
Many public employees in Washington State leave public employment sometime during their careers and exercise the option to withdraw their contributions from their retirement fund.
Recovery of Withdrawn Service Credit (Plan 3)
Plan 3 members wishing to reinstate withdrawn Plan 3 contributions may do so at any time after reestablishing membership.
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.
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.
Plan 3 withdrawal forms and publications
All Plan 3 defined contribution withdrawal forms are available on the record keeper website
WSPRS Recovery of Withdrawn Service Credit
Some WSPRS members leave active service during their career and exercise the option to withdraw their contributions from their retirement fund.
PERS Plan 1 Post 30-Year Program
Public Employees— Retirement System (PERS) Plan 1 members who earn 30 years of service credit may choose to have their post 30-year retirement contributions placed in a separate, refundable account that earns 7.5 percent interest annually (compounded quarterly).
TRS Plan 1 Post 30-Year Program
Teachers' Retirement System (TRS) Plan 1 members who earn 30 years of service credit may choose to have their post 30-year retirement contributions placed in a separate, refundable account that earns 7.5 percent interest annually (compounded quarterly).
All Deferred Compensation Program Forms
Forms are available at the DCP website.
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.
DCP Distribution Request
Please read these instructions thoroughly before you complete the form. Do not complete this form unless you want payments from your DCP account within the next 12 months.
DCP Participation Agreement
To enroll in DCP, please complete the Participation Agreement form
Information Release Authorization
Release your account information to a third party, such as your financial planner.
Member Transfer Form
For eligible Plan 2 members who choose to transfer to Plan 3 during the January transfer opportunity (who is eligible?).
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 3 forms
Washington state Plan 3 SERS, TRS and PERS forms

Nearing Retirement / Retired

Are you within two years of retirement or have you retired? Here are all the publications and forms you need.

Retirement Planning Checklist
The earlier you begin retirement planning, the more successful your retirement will be. If you haven't already sought financial planning advice, now is a great time.
Documents Accepted as Proof of Age
Copies of the listed documents can be submitted to prove your or a survivor's age.
Retirement Outlook for active members
The Active Outlook newsletter provides valuable information on our programs, benefits and services.
Retirement Outlook for retired members
The Retirement Outlook newsletter provides valuable information on our programs, benefits and services.
Purchasing Additional Service Credit
You may purchase additional service credit to increase your monthly retirement benefit.
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.
Can I Change My Benefit Option or Beneficiary Designation After I Retire?
Once you are retired, you can only change your benefit option or beneficiary designation in certain situations. The situations are described here.
LEOFF Plan 1 Thinking About Working After Retirement?
If you are receiving a service or disability retirement benefit from the Washington State Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF) Plan 1, there are things you may want to consider before returning to the work force.
LEOFF Plan 2 Thinking About Working After Retirement?
If you are receiving a service or disability retirement benefit from the Washington State Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF) Plan 2, there are things you may want to consider before returning to the work force
PERS Plan 1 Thinking About Working After Retirement?
This publication describes possible impacts to your retirement benefit if you return to work for an employer covered by the Washington State Public Employees' Retirement System (PERS) Plan 1.
PSERS Plan 2 Thinking About Working After Retirement
This publication describes the possible impacts on your retirement benefit if you return to work for an employer covered by one of the Washington State retirement systems.
Public safety officers' tax savings on health insurance premiums
If you're a retired public safety officer, the federal Pension Protection Act of 2006 (PPA) permits you to exclude up to $3,000 of your qualified health, accident and long-term care insurance premiums from your gross taxable income each year, as long as the premiums are deducted from your retirement benefit. This publication describes how you may be able to take advantage of this.
Thinking About Working After Retirement? (PERS, SERS and TRS Plans 2 and 3)
For Plan 2 and Plan 3 Members of the Public Employees' (PERS), School Employees' (SERS) and Teachers' Retirement Systems check here.
TRS Plan 1 Thinking about working after retirement
This publication describes possible impacts to your retirement benefit if you return to work for an employer covered by one of the Washington state retirement systems.
WSPRS Thinking About Working After Retirement?
If you are receiving a service or disability retirement benefit from the Washington State Patrol Retirement System (WSPRS), Check here.
DCP Stay in the Plan
Whether you're getting ready to retire or just taking a break from employment, you have the option of maintaining your Washington State Deferred Compensation Program (DCP) account
DCP Update Newsletters
Stay up to date with the most current information on your DCP account
How Career Transitions Affect your Health Care Coverage and your Retirement Accounts
Should you leave or change jobs, our career transitions information can help you understand the retirement account and health care decisions you—ll need to make.
Recovery of Withdrawn Service Credit (Plan 1)
Many public employees in Washington State leave public employment sometime during their careers and exercise the option to withdraw their contributions from their retirement fund.
Recovery of Withdrawn Service Credit (Plan 2)
Many public employees in Washington State leave public employment sometime during their careers and exercise the option to withdraw their contributions from their retirement fund.
Recovery of Withdrawn Service Credit (Plan 3)
Plan 3 members wishing to reinstate withdrawn Plan 3 contributions may do so at any time after reestablishing membership.
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.
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.
Plan 3 withdrawal forms and publications
All Plan 3 defined contribution withdrawal forms are available on the record keeper website
WSPRS Recovery of Withdrawn Service Credit
Some WSPRS members leave active service during their career and exercise the option to withdraw their contributions from their retirement fund.
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.
Direct Deposit Authorization
Set up or change the direct deposit of your retirement benefit.
IRS Forms and Tools
This page provides IRS forms and a withholding calculator. Note: The forms will take you to the IRS website.
Federal Income Tax Withholding Calculator
Use this calculator to determine your federal income tax withholding. This is a Microsoft Excel Version 97-2003 or later. If you don't have Excel, please call us and we'll run the calculations for you.
Information Release Authorization
Use this form if you have a separate account set up as a result of a legal order splitting a member—s account. You can designate or change the person, estate, trust or organization to receive any money due from your Legal Order Payee account at the time of your death.
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.
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.
Plan 3 withdrawal forms and publications
All Plan 3 defined contribution withdrawal forms are available on the record keeper website