DRS Forms

Popular

New hire member information (PERS, TRS, SERS)

Beneficiary selection (or update online)

DCP Enrollment

Direct deposit (or update online)

Change name/address (or update online)

IRS Form W-4P (for tax withholding)

Retirement applications


Enrollment

FormAbout the form
Member Information FormEnrollment form for new or returning PERS, SERS or TRS customers.
DCP Quick EnrollmentUse this form to enroll in the Washington State Deferred Compensation Program (DCP).
DCP Extended EnrollmentUse this more detailed DCP enrollment form to choose your investments or include information about employer contributions.
Enrollment for LEOFF or WSPRSFor new or returning members of LEOFF or WSPRS.
LEOFF Plan 2 Re-employmentFor LEOFF Plan 2 customers who have the option to become a member of PERS, PSERS, SERS or TRS.
Transfer from Plan 2 to Plan 3For eligible Plan 2 members who choose to transfer to Plan 3 during the January transfer opportunity. Who is eligible?
Higher Education Employee Plan 3 Investment Program EnrollmentFor employees of higher education institutions who will participate in TRS or PERS Plan 3.
SERS Plans 2 and 3 Classified Substitutes' GuideFor new and returning SERS substitutes. Includes Substitute's Application for Service Credit and Substitute Member Information Form.
TRS Plans 2 and 3 Substitutes' GuideFor new and returning TRS Plans 2 and 3 substitutes. Includes Substitute's Application for Service Credit and Substitute Member Information Form.

Withdrawal

FormAbout the form
Withdrawal of Retirement ContributionsFor Plan 1 and Plan 2 members who have separated from employment and are eligible for withdrawal of contributions and interest earned. This is not a retirement application.
Plan 3 Contributions WithdrawalRequest a withdrawal from your Plan 3 investment account after separation/retirement, or change your distribution option. You can also do this online.
DCP or JRA WithdrawalRequest a withdrawal from your DCP or JRA investment account after separation/retirement, or change your current distribution option. You can also do this online.
Direct Deposit AuthorizationSet up or change the direct deposit of your pension retirement benefit. You can also do this online.
Direct Deposit: DCP, Plan 3, JRARequest or modify direct deposit of your DCP, Plan 3 or JRA investment account contributions. You can also do this online.
IRS Form W-4PWithholding Certificate for Pension or Annuity Payments. More IRS retirement information.
DCP In-Service WithdrawalUse this form to request a withdrawal from your Deferred Compensation Program (DCP) while you are
still working for a DRS-covered employer.
Plan 3 TAP Annuity PurchasePurchase a TAP Annuity. See more about DRS annuities.
RMD Change Request: DCP, JRA or Plan 3Make changes to your ongoing required minimum distributions.

More forms

FormAbout the form
Address or Name ChangeFor retirees, beneficiaries and former members. You can also do this online. Employed members: Update your name or address through your employer.
Beneficiary Change RequestDesignate or change the person, estate, trust or organization that will receive any money due from your retirement account at the time of your death. You can also do this online.
Plan 3 Change of Investment ProgramUse this form to change the investment program for your future contributions.
Information Release AuthorizationRelease your account information to a third party, such as your financial planner.
Affidavit of Attorney in FactFor making changes to a member’s or principal’s account. This completed form must accompany your Power of Attorney document.
Beneficiary Designation for Persons Receiving Survivor BenefitFor survivors receiving benefits, use this form to designate or change the person, estate, trust or organization that will receive your final survivor payment at the time of your death.
Retiree Public Safety Officers' Tax SavingsTax saving election for retired public safety officers.
Rollover in RequestRoll certain distributions into DCP from an IRA or former employer's retirement plan.
TRS Plan 1 Substitute’s Application for Service CreditFor Substitute Teachers who belong to TRS Plan 1.

Looking for pension retirement applications?

These applications are only available to customers who qualify for retirement. When you are within one year of retiring, you must request an official benefit estimate from DRS before online retirement or a paper application is available to you. Review your plan information or contact us to see if you qualify for retirement. See more about retiring with DRS.

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