Retirement Benefits Templates

This document is used for determining eligibility for the Pennsylvania State Employees' Retirement System (PSERS). It is a questionnaire that must be completed to determine if an individual is eligible for PSERS benefits.

This Form is used for applying for retirement benefits in North Dakota.

This is a formal statement filled out by the organization that manages certain retirement accounts to inform the recipient of the distribution about the income they generated and report the details to tax organizations.

This form is used for keeping track of an individual's retirement information. It helps to document and manage retirement benefits such as pensions and savings plans.

This Form is used for reporting retirement tax credits in the state of Utah.

This form is used for verifying railroad retirement benefits in Texas. It helps to ensure that individuals are accurately reporting their income for eligibility in benefit programs.

This document examines the potential impact of the growing student debt on retirement security in the United States. It discusses how the increasing amount of student debt could potentially worsen the retirement savings gap.

An employee may use this letter when they would like to inform their employer about their intentions to soon retire.

This form provides relevant information needed to establish a retainer or retired pay account and gathers information on any dependents the retiree may have.

This Form is used for requesting a distribution as a qualified reservist in the state of Delaware.

This form is used for enrolling retirees in Colonial Life insurance plans in Arkansas.

Individuals that reside in the United Kingdom may use this form when they would like to claim their retirement benefits.

This form is used for applying for retirement benefits under the Alternate Retirement Program in Connecticut.

This Form is used for applying for retirement benefits in the state of Connecticut.

This form is used to apply for retirement benefits in the state of Connecticut.

This form is used for requesting retirement credit purchase for qualifying leaves without pay in Connecticut.

This document is for part-paid firefighters in Montana who have the option to elect membership in the Firefighters' Unified Retirement System (FURS).

This Form is used for reporting the suspension of benefits in the state of Utah.

This document is used by retirees in South Carolina to notify the relevant authorities of their election decisions.

This form is used for authorizing the release of retirement account information in the state of Kentucky.

This form is used for obtaining a post-retirement Qualified Domestic Relations Order (QDRO) in Kentucky to divide marital property after a divorce.

This document provides information about the distribution of the Judges' Retirement System (JRS) Extended Service Incentive Program (ESIP) in California. It outlines how the program is structured and who is eligible to receive benefits.

This document is for making catch-up contributions to a 457(b) retirement plan in the state of Delaware. It allows individuals to contribute additional funds to their retirement account to "catch up" on missed contributions.

This Form is used for requesting prior authorization for the medication Xywav (Oxybate Salts) in the state of Nevada. It is necessary to fill out this form in order to have the medication covered by insurance.

This Form is used for pre-applying for service retirement benefits in Mississippi.

This form is used for pre-applying for survivor retirement benefits in Mississippi.