Menu

Forms and Publications by Name

See forms and publications listed by Category or Subject.

Publications

Listed by name.

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.

Can Legal Action Affect My Retirement Account?

Certain legal actions can require the Department of Retirement System (DRS) to pay a portion of your retirement account to another party.

DCP Enrollment Guide

This booklet offers an introduction to a retirement savings program offered in addition to your state pension. Includes enrollment form.

DCP Overview brochure

See how you can grow your retirement savings with DCP, the Washington State Deferred Compensation Program.

Documents Accepted as Proof of Age

Copies of the listed documents can be submitted to prove your or a survivor's age.

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.

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).

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.

Judicial Retirement System Handbook

This handbook describes your retirement benefits under the Washington State Judicial Retirement System (JRS)

Judicial Benefit Multiplier Brochure (PERS)

For judicial members of the Public Employees' Retirement System.This handbook describes your retirement benefits under Plan 1 of the Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF).

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

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.

LEOFF Plan 2 Handbook

This handbook describes your retirement benefits under Plan 2 of the Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF).

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 Plan 1 Handbook

This handbook explains your rights and benefits under Plan 1 of the Washington State Public Employees' Retirement System (PERS).

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.

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% interest annually (compounded quarterly).

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.

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).

PERS/SERS/TRS Plans 2 and 3 Disability Benefits

If you are a Plan 2 or Plan 3 member of PERS, SERS or TRS and become disabled, you may be entitled to disability benefits.

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.

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.

PSERS Plan 2 Handbook

This handbook explains your rights and benefits under Plan 2 of the Washington State Public Safety Employees' Retirement System (PSERS).

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.

PSERS Plan 2 Disability Benefits

If you are a member of the Public Safety Employees' Retirement System (PSERS) and you become disabled,

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.

Recovery of Withdrawn or Optional 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 or Optional 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 or Optional Service Credit (Plan 3)

Plan 3 members wishing to reinstate withdrawn Plan 3 contributions may do so at any time after reestablishing membership.

 

Retirement Outlook Newsletter
This newsletter provides valuable information on our programs, benefits and services. We have two versions: One for employed customers and one for retirees.

You can subscribe to either of these newsletters.

 

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.

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).

SERS Plans 2 and 3 Classified Substitutes' Guide (Includes Forms)

For classified substitutes.

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.

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' (TRS) 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 the Washington State Teachers' Retirement System (TRS).

TRS Plan 1 Handbook

This handbook explains your rights and benefits under Plan 1 of the Washington State Teachers' Retirement System (TRS)

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.

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% interest annually (compounded quarterly).

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)

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 1 Substitutes' Guide (Includes Form)

For substitute teachers who belong to TRS Plan 1.

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

For Plan 2 or Plan 3 substitute teachers.

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)

Includes an application in the PDF.

What is Dual Membership and How Does It Affect Me?

If you are an active member in any of the retirement systems listed below and you once belonged to another of these systems, you may be eligible for benefits under the provisions for dual membership...

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.

WSPRS Plan 1 Handbook

This handbook explains your rights and benefits under Plan 1 of the Washington State Patrol Retirement System (WSPRS)

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.

WSPRS Plan 2 Handbook

This handbook explains your rights and benefits under Plan 2 of the Washington State Patrol Retirement System (WSPRS)

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.

WSPRS Recovery of Withdrawn or Optional Service Credit

Some WSPRS members leave active service during their career and exercise the option to withdraw their contributions from their retirement fund.

Forms

Listed by name.

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. DCP Alternate Payee Withdrawal Used to withdraw funds per a Qualified Domestic Relations order, this form can be obtained by calling 888-327-5596.

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.)

 

Direct Deposit Authorization

Set up or change the direct deposit of your retirement benefit.

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.)

 

Enrollment

For new members of LEOFF or WSPRS, or members returning to a LEOFF or WSPRS eligible position.

 

DCP enrollment

DCP Quick Enrollment Form

Ready to enroll? Use this quick form to enroll in DCP and have your investments automatically selected based on your age.

DCP Extended Enrollment Form

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

 

DCP withdrawals

DCP Withdrawal form

Request withdrawal from your DCP or JRA investment account after separation/retirement, or change your current distribution option. You can also make withdrawals online.

In-Service Withdrawal

Request distribution while still employed.

DCP RMD Change Request

Make changes to your ongoing required minimum distributions.

 

Access additional DCP Withdrawal forms by calling the DCP record keeper at 888-327-5596. See DCP withdrawals for more information.

 

Other DCP forms

Rollover in Request

Roll over certain distributions into DCP from an individual retirement account (IRA) or from a former employer's retirement plan.

Direct Deposit Request

Request or modify direct deposit of your DCP contributions. You can also update your direct deposit online.

 

Federal Income Tax Withholding Calculator

Use this calculator to determine your federal income tax withholding.

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.

Information Release Authorization

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

IRS Forms and Tools

This page provides IRS forms and a withholding calculator. Note: The forms will take you to the IRS website.

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 Information Form

Enrollment form for new PERS, SERS or TRS members, or for Plan 2 and 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?).

Name/Address Change

For retirees, beneficiaries and former members. Active members: please update your name and/or address through your employer.

Plan 3 Enrollment
Member Information Form
Use this form if you are enrolling in Plan 3 for the first time or returning to Plan 3 service under a new employer.
Member Transfer Form
Eligible Plan 2 members, use this form transfer from Plan 2 to Plan 3 in January. Who is eligible?
Higher Education Employee Plan 3 Investment Program
This form is for employees of higher education institutions who will participate in Washington state Plan 3 TRS or PERS.
Plan 3 Withdrawals
Plan 3 Withdrawal
Request a withdrawal from your Plan 3 investment account after separation/retirement, or change your distribution option. You can also make withdrawals online.
Plan 3 RMD Change Request
Make changes to your ongoing required minimum distributions.
Plan 3 TAP Annuity Purchase
Purchase a TAP Annuity. See more about DRS annuities.

Access additional Plan 3 Withdrawal forms by calling the Plan 3 record keeper at 888-327-5596. See Plan 3 Withdrawals for more information.

 

Other Plan 3 forms
Plan 3 Change of Investment Program
Use this form to change the investment program for your future contributions.
Plan 3 Direct Deposit
Request direct deposit of your Plan 3 contributions. You can also update your direct deposit online.
IRS Form W-4P
Request to have federal income tax withheld from each withdrawal or annuity payment you receive.

SERS Plans 2 and 3 Classified Substitutes' Guide

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

TRS Plan 1 Substitutes' Guide

For 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.

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.

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.)