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Forms and Publications by Subject

See forms and publications listed by Name or Category.

Publications

Listed by subject.

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 percent interest annually (compounded quarterly).

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 percent interest annually (compounded quarterly).

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.

DCP

See the Deferred Compensation Program homepage for more information about this program.

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/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.

PSERS Plan 2 Disability Benefits

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

TRS Plan 1 Disability Benefits

If you are a member of TRS Plan 1 and become disabled, you may be entitled to disability benefits.

What is Dual Membership and How Does It Affect Me?

This information defines dual membership and talks about how it affects your retirement benefit.

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.

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.

Judicial Benefit Multiplier Brochure (PERS)

For judicial members of the Public Employees' Retirement System.

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.

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)

LEOFF Plan 1 Handbook

This handbook describes your retirement benefits under Plan 1 of the Law Enforcement Officers— and Fire Fighters— Retirement System (LEOFF).

LEOFF Plan 2 Handbook

This handbook describes your retirement 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)

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.

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.

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.

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.

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.

Documents Accepted as Proof of Age

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

Retirement Outlook for active members

The Active Outlook newsletter provides valuable information on our programs, benefits and services.

Retirement Outlook for retired members

The Retirement Outlook newsletter provides valuable information on our programs, benefits and services.

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.

Active Member Retirement Outlook

The Retirement Outlook newsletter provides valuable information on our programs, benefits and services. You can review the current or previous issues by choosing one of the links below.

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).

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.

Plan 3

See the Plan 3 homepage for more information about this plan.

PERSTRS and SERS

See these pages for more publications specific to your system.

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.

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

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.

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.

Thinking About Working After Retirement? (PERS, SERS and TRS Plans 2 and 3)

Information for Plan 2 and Plan 3 Members of the Public Employees' (PERS), School Employees' (SERS) and Teachers' Retirement Systems

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).

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.

Retirement Outlook for active members

The Active Outlook newsletter provides valuable information on our programs, benefits and services.

Retirement Outlook for retired members

The Retirement Outlook newsletter provides valuable information on our programs, benefits and services.

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

For classified substitutes

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 and Plan 3 substitute teachers.

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.

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 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 subject.

Beneficiary Designation

Use this form if you have a separate account set up as a result of a legal order splitting a member—s account. You can designate or change the person, estate, trust or organization to receive any money due from your Legal Order Payee account at the time of your death.

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.)

Name/Address Change

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

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.

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.

IRS Form W-4P

Request to have federal income tax withheld from each withdrawal or annuity payment you receive.

Information Release Authorization

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

Federal Income Tax Withholding Calculator

Use this calculator to determine your federal income tax withholding.

IRS Forms and Tools

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

Affidavit of Attorney in Fact

This completed form must accompany your Power of Attorney document.

Direct Deposit Authorization

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

Enrollment

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

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.

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.
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.

LEOFF Plan 2 Re-employment

This form must be completed by a LEOFF Plan 2 retiree returning to work in a PERS, PSERS, SERS or TRS eligible position. Retirees must choose between two options: to become a member of PERS, PSERS, SERS or TRS and temporarily suspend their LEOFF benefit; or not become a member and continue to receive their LEOFF benefit.

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 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.



Plan 3 withdrawal forms
Forms for withdrawing your Plan 3 contributions are located in the Plan 3 subject above.


DCP withdrawal forms
Forms for withdrawing your DCP contributions are located in the Deferred Compensation Program (DCP) subject above.

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.)