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DRS forms

Popular

Enrollment

FormAbout the form

Member Information Form

Enrollment form for new or returning PERS, SERS or TRS customers.

DCP Quick Enrollment

Use this form to enroll in the Washington State Deferred Compensation Program (DCP).

DCP Extended Enrollment

Use this more detailed DCP enrollment form to choose your investments or include information about employer contributions.

Enrollment for LEOFF or WSPRS

For new or returning members of LEOFF or WSPRS.

LEOFF Plan 2 Re-employment

For LEOFF Plan 2 customers who have the option to become a member of PERS, PSERS, SERS or TRS.

Transfer from Plan 2 to Plan 3

For 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 Enrollment

For employees of higher education institutions who will participate in TRS or PERS Plan 3.

SERS Plans 2 and 3 Classified Substitutes' Guide

For new and returning SERS substitutes. Includes Substitute's Application for Service Credit and Substitute Member Information Form.

TRS Plans 2 and 3 Substitutes' Guide

For 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 Contributions

For 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 Withdrawal

Request 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 Withdrawal

Request 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 Authorization

Set up or change the direct deposit of your pension retirement benefit. You can also do this online.

Direct Deposit: DCP, Plan 3, JRA

Request or modify direct deposit of your DCP, Plan 3 or JRA investment account contributions. You can also do this online.

IRS Form W-4P

Withholding Certificate for Pension or Annuity Payments. More IRS retirement information.

DCP In-Service Withdrawal

Use 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 Purchase

Purchase a TAP Annuity. See more about DRS annuities.

RMD Change Request: DCP, JRA or Plan 3

Make changes to your ongoing required minimum distributions.

More forms

FormAbout the form

Address or Name Change

For retirees, beneficiaries and former members. You can also do this online. Employed members: Update your name or address through your employer.

Beneficiary Change Request

Designate 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 Program

Use this form to change the investment program for your future contributions.

Information Release Authorization

Release your account information to a third party, such as your financial planner.

Affidavit of Attorney in Fact

For 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 Benefits

For 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.

DCP Rollover in Request

Roll certain distributions into DCP from an IRA or former employer's retirement plan.

TRS Plan 1 Substitute’s Application for Service Credit

For Substitute Teachers who belong to TRS Plan 1.

More DRS publications

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.

Updating Your Address and/or Name

Retirees, inactive members, beneficiaries and legal-order payees: You can update your address from your online retirement account. Just select “Address” from the welcome screen. If you need to update your name, fill out and send in a printed form as well as a copy of documentation showing the change.

Active members: Update your name and/or address through your employer. That new information will soon appear in your online retirement account.

Direct Deposit

Set up and manage direct deposit of your benefit payments from your online retirement account. Just follow the “Direct Deposit” directions under “My Account” in the navigation menu.

(If you prefer to fill out and mail in a printed form, select this link.)

Beneficiary Designation

Members, you can update your beneficiary information from your online retirement account. Select “My Account” in the navigation menu and then “View/Edit” beside “Beneficiary.”

(If you prefer to fill out and mail in a printed form, select this link.)