Form DRS MS146 "Plan 3 Change of Investment Program" - Washington

What Is Form DRS MS146?

This is a legal form that was released by the Washington State Department of Retirement Systems - a government authority operating within Washington. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on March 1, 2016;
  • The latest edition provided by the Washington State Department of Retirement Systems;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;

Download a fillable version of Form DRS MS146 by clicking the link below or browse more documents and templates provided by the Washington State Department of Retirement Systems.

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Download Form DRS MS146 "Plan 3 Change of Investment Program" - Washington

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Clear Form
Plan 3 Change of
Give completed form to your employer.
Investment Program
Need help? Contact DRS.
800.547.6657 or 360.664.7000
Use this form to change the investment
www.drs.wa.gov
TTY: 711
program for your future contributions.
Any contributions made prior to this change and the earnings generated by those funds will remain in the current
investment program unless you request their transfer. To transfer fund balances between investment programs contact
Empower Retirement. See the Plan 3 Investment Guide for more information.
Personal Data – to be completed by Member
Check your Retirement System:
c PERS
c TRS
c SERS
Maiden Name
Social Security Number
Last Name
First Name
Change of Investment Program – to be completed by Member
Choose an investment program. If you do not choose an investment program, you will be defaulted into the Self-
Directed Investment Program and all of your contributions will be invested in the Retirement Strategy Fund that
assumes you’ll retire at age 65.
c Washington State Investment Board (WSIB) Investment Program
c Self-Directed Investment Program
www.drs.wa.gov/plan3 , or by
You must choose how your contributions will be invested. You may do so online at
phone at 888-327-5596. If you do not choose your investment allocations, your contributions will be invested in
the Retirement Strategy Fund that assumes you’ll retire at age 65.
You can obtain information about both investment programs by contacting Empower Retirement at 888-327-5596.
Member Signature (required)
Date
Return completed form to your employer.
The Department of Retirement Systems (DRS) requires you provide your Social Security number for this form.
DRS will use your Social Security number as a reference number and to ensure that any funds disbursed under
your account are correctly reported to the IRS.
DRS will not disclose your Social Security number unless required to by law.
Internal Revenue Code sections 6041(a) and 6109 allow DRS to request your Social Security number.
DRS MS 146 (R 3/16)
*DRSMS146*
Clear Form
Plan 3 Change of
Give completed form to your employer.
Investment Program
Need help? Contact DRS.
800.547.6657 or 360.664.7000
Use this form to change the investment
www.drs.wa.gov
TTY: 711
program for your future contributions.
Any contributions made prior to this change and the earnings generated by those funds will remain in the current
investment program unless you request their transfer. To transfer fund balances between investment programs contact
Empower Retirement. See the Plan 3 Investment Guide for more information.
Personal Data – to be completed by Member
Check your Retirement System:
c PERS
c TRS
c SERS
Maiden Name
Social Security Number
Last Name
First Name
Change of Investment Program – to be completed by Member
Choose an investment program. If you do not choose an investment program, you will be defaulted into the Self-
Directed Investment Program and all of your contributions will be invested in the Retirement Strategy Fund that
assumes you’ll retire at age 65.
c Washington State Investment Board (WSIB) Investment Program
c Self-Directed Investment Program
www.drs.wa.gov/plan3 , or by
You must choose how your contributions will be invested. You may do so online at
phone at 888-327-5596. If you do not choose your investment allocations, your contributions will be invested in
the Retirement Strategy Fund that assumes you’ll retire at age 65.
You can obtain information about both investment programs by contacting Empower Retirement at 888-327-5596.
Member Signature (required)
Date
Return completed form to your employer.
The Department of Retirement Systems (DRS) requires you provide your Social Security number for this form.
DRS will use your Social Security number as a reference number and to ensure that any funds disbursed under
your account are correctly reported to the IRS.
DRS will not disclose your Social Security number unless required to by law.
Internal Revenue Code sections 6041(a) and 6109 allow DRS to request your Social Security number.
DRS MS 146 (R 3/16)
*DRSMS146*