DRS Forms
Popular
New hire plan enrollment (PERS, TRS, SERS)
Beneficiary selection (or update online)
Direct deposit (or update online)
Change name/address (or update online)
IRS Form W-4P (for tax withholding)
IRS Form W-4R (for tax withholding)
Enrollment
| Form | About the form |
|---|---|
| Plan Enrollment Form | Member information form for new or returning PERS, SERS or TRS customers. |
| DCP Enrollment | New DCP customers, use this form to enroll in the Washington State Deferred Compensation Program (DCP). Or complete and mail this paper form. |
| 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. |
| Substitutes' Application for Service Credit | Substitutes Application for Service Credit For new and returning TRS and SERS Plans 2 and 3 substitutes. |
Withdrawal
| Form | About 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 or retirement or change your distribution option. Complete this transaction online or contact the DRS record keeper at 888-327-5596. |
| DCP or JRA Withdrawal | Request a withdrawal from your DCP or JRA investment account after separation or retirement or change your current distribution option. Complete this transaction online or contact the DRS record keeper at 888-327-5596. |
| 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. Complete this transaction online or contact the DRS record keeper at 888-327-5596. |
| IRS Form W-4P | A form to indicate taxes you would like withheld from your pension or annuity payments. Use this form for periodic (monthly/annual) payments. You can send this to the DRS mailing address. |
| IRS Form W-4R | A form to indicate taxes you would like withheld from your nonperiodic (lump-sum/one time) payments. You can send this form to the DRS mailing address. |
| DCP In-Service Withdrawal | Under limited circumstances, you can request a withdrawal from your Deferred Compensation Program (DCP) while you are still working for a DRS-covered employer. Complete this transaction online or contact the DRS record keeper at 888-327-5596. |
| Plan 3 TAP Annuity Purchase | Purchase a TAP Annuity. Complete this transaction online or contact the DRS record keeper at 888-327-5596. |
| RMD Change Request: DCP, JRA or Plan 3 | Make changes to your ongoing required minimum distributions. |
More forms
| Form | About the form |
|---|---|
| Address or Name Change | Update your address through your online account. (Or complete and mail the form.) Employed customers, you can update your name 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 Investment Beneficiary Designation | Retired and retiring Plan 3 customers can make separate beneficiary designations for their Plan 3 investments. |
| Report a Death | More options for reporting a death. |
| DCP Lump Sum or Leave Cash-out Deferral | Use this election form to contribute a lump sum or leave cash-out to your DCP account. |
| DCP Rollover in Request | Roll certain assets into DCP from an IRA or former employer's retirement plan. |
| DCP Pretax to Roth Conversion | DCP customers use this form to permanently convert all or part of your DCP balance from pretax to Roth. |
| 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. |
| Application to Change Survivor Option | For retirees to change their survivor option within 90 days of first payment. |
| Beneficiary Designation for Persons Receiving Survivor Benefit | 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. |
| Substitute’s Application for TRS Plan 1 Service Credit | For 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.
Looking for investment transaction forms?
Make withdrawals or account changes to your DCP, Plan 3 or JRA investment account online or by calling the DRS record keeper, Voya Financial at 888-327-5596.
