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 Re-employment Form

This form must be completed by a LEOFF Plan 2 member or retiree hired into an eligible PERS, PSERS, SERS or a member of PERS, PSERS, SERS or TRS.

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.

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 webpage provides eligibility rules for transferring to Plan 3.

Judicial Retirement System Handbook

This handbook explains your rights and benefits under the Washington State Judicial Retirement System (JRS).

 

LEOFF Plan 1 Handbook

This handbook explains your rights and benefits under Plan 1 of the Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF).

 

LEOFF Plan 2 Handbook

This handbook describes explains your rights and 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 Plans 2 and 3 Substitutes' Guide (Includes Form)

For classified substitutes who belong to SERS Plan 2 or Plan 3.

SERS Plans 2 and 3 Substitutes' Guide Fact Sheet

A classified substitute is an employee of a school district or educational service district.

TRS Plan 1 Substitute Teachers' Guide (Includes Form)

For Substitute Teachers who belong to TRS Plan 1.

TRS Plan 1 Substitute Teachers' Guide Fact Sheet

As a substitute teacher in one of Washington's public schools, you may qualify to participate in the Teachers' Retirement System.

TRS Plans 2 and 3 Substitutes' Guide (Includes Form)

For substitute teachers who belong to TRS Plan 2 or Plan 3.

TRS Plans 2 and 3 Substitutes' 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 Reporting Application (ERA) Handbook
The ERA Handbook is for those employers who have adopted the Employer Reporting Application. It contains 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 is 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.

 

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)

 

Using Service Credit Earned Outside TRS (Plan 3)

 

Using or Purchasing Out-of-State Service Credit (TRS Plan 1)

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.

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.

Forms

Reporting and transaction forms frequently used by employers.

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 worker not paid through payroll 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 member or retiree hired into an eligible PERS, PSERS, SERS or TRS position. The employee has the option to become a member of PERS, PSERS, SERS or TRS.

 

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.

 

Member Transfer Form
For eligible Plan 2 members who choose to transfer to Plan 3 during the January transfer opportunity (who is eligible?).

 

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.

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.

 

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 Plans 2 and 3 Substitutes' Guide
For classified substitutes who belong to SERS Plan 2 or Plan 3.

 

TRS Plan 1 Substitute Teachers' Guide
Substitute Teachers who belong to TRS Plan 1.

 

TRS Plans 2 and 3 Substitutes' 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.

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.)