Retirement Plan Documents Templates

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

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 enrolling in the Deferred Compensation Plan in Florida.

This document is a request for a cost analysis of a benefit level change in the Statewide Volunteer Firefighter Retirement Plan in Minnesota.

This is a formal instrument that allows individuals to express their intention to receive a saver's credit after contributing money to their retirement savings plans.

This form is used for providing advance notice of reportable events to the Pension Benefit Guaranty Corporation (PBGC).

This document provides guidance on financial responsibility in the state of Georgia, United States. It outlines the responsibilities and obligations for individuals or entities when it comes to managing their finances.

This document is for gathering personal financial information in the state of Nevada. It helps individuals to assess their financial situation.

This document provides information and instructions for active employees of the City of Fort Worth, Texas, to make beneficiary elections for the Defined Benefit Plan.

This Form is used for setting up direct deposit for participants in the DCP, Plan 3, and JRA retirement plans in Washington state.

This form is used for providing payment advice for Plan 3 of the Washington Department of Retirement Systems.

This form is used for receiving payment advice related to the Higher Education Retirement Plan (Herp) in Washington.

This form is used for providing payment advice for the Deferred Compensation Program (DCP) in Washington.

This document is a sample financial plan specifically designed for residents of South Carolina. It provides a detailed outline and example of how to create a personal financial plan.

This form is used for notifying employees in Texas about their final retirement deposit and for school officials to certify salaries.

This form is used for enrolling in the Public Employees Retirement System (PERS) in West Virginia.

This document is used for an Approved Domestic Relations Order (ADRO) specific to a Defined Benefit Plan in the state of Virginia. It outlines the division of retirement benefits between divorcing spouses.

This form is used for enrolling in the EZ Retirement Plan for Regular, Special Risk, and Special Risk Administrative Support Class Employees in Florida.

This form is used for applying for the Deferred Retirement Option Plan (DROP) in the City of Philadelphia, Pennsylvania. The DROP program allows eligible city employees to continue working while their pension benefits are deposited into a separate account.

This document is used for pre-retirement designation of beneficiary in Oregon. It helps individuals designate their beneficiary for retirement benefits.