Form DRS MS133 "Member Information Form" - Washington

What Is Form DRS MS133?

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 June 1, 2020;
  • 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;
  • Fill out the form in our online filing application.

Download a fillable version of Form DRS MS133 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 MS133 "Member Information Form" - Washington

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Clear Form
Member Information Form
Give completed form to your employer.
This form is for new and returning employees
Need help? Contact DRS.
hired into retirement-eligible positions for PERS,
800.547.6657 or 360.664.7000
SERS or TRS. Submit this form to your employer
www.drs.wa.gov
TTY: 711
within 90 days of your hire date.
Choosing a plan? Visit drs.wa.gov/choice for info to help you decide.
Member Status and System
System
Member status
c TRS
c New Member
Teachers’ Retirement System
Choosing Plan 2: Complete Sections 1, 2 and 3
Choosing Plan 3: Complete Sections 1, 2, 3 and 4
c SERS
School Employees’ Retirement System
c Returning Plan 1 or Plan 2 Member
Complete Section 1 only
c PERS
Public Employees’ Retirement System
c Returning Plan 3 Member
Complete Sections 1, 3 and 4
Section 1: Personal Information
Name (last, first, middle)
Social Security Number
Mailing Address
City
State
ZIP
Birthdate (mm/dd/yyyy)
Gender (optional)
Phone Number
Male
Female
c
c
Email Address
Section 2: Retirement Plan Selection (new members)
Choose your plan. Your selection is permanent. Note: If your employer has not received your plan selection
within 90 calendar days of your hire date, you will be permanently assigned to the plan specified in state law.
c Plan 2
c Plan 3 — Also complete Section 4 on the back
Section 3: Signature Required (new and returning members)
Sign and date this form on the day you submit it to your employer.
New member: I have chosen the retirement plan marked in Section 2. I understand that my retirement
plan selection is permanent. If I selected Plan 3, I have also completed Section 4 on the back of this form.
Returning Plan 3 member: I have completed Section 4 on the back of this form. I also understand that
returning Plan 3 members who do not select a contribution rate within 90 days will be assigned the
current default rate of 5%.
Signature
Date
DRS MS 133 6/20
Clear Form
Member Information Form
Give completed form to your employer.
This form is for new and returning employees
Need help? Contact DRS.
hired into retirement-eligible positions for PERS,
800.547.6657 or 360.664.7000
SERS or TRS. Submit this form to your employer
www.drs.wa.gov
TTY: 711
within 90 days of your hire date.
Choosing a plan? Visit drs.wa.gov/choice for info to help you decide.
Member Status and System
System
Member status
c TRS
c New Member
Teachers’ Retirement System
Choosing Plan 2: Complete Sections 1, 2 and 3
Choosing Plan 3: Complete Sections 1, 2, 3 and 4
c SERS
School Employees’ Retirement System
c Returning Plan 1 or Plan 2 Member
Complete Section 1 only
c PERS
Public Employees’ Retirement System
c Returning Plan 3 Member
Complete Sections 1, 3 and 4
Section 1: Personal Information
Name (last, first, middle)
Social Security Number
Mailing Address
City
State
ZIP
Birthdate (mm/dd/yyyy)
Gender (optional)
Phone Number
Male
Female
c
c
Email Address
Section 2: Retirement Plan Selection (new members)
Choose your plan. Your selection is permanent. Note: If your employer has not received your plan selection
within 90 calendar days of your hire date, you will be permanently assigned to the plan specified in state law.
c Plan 2
c Plan 3 — Also complete Section 4 on the back
Section 3: Signature Required (new and returning members)
Sign and date this form on the day you submit it to your employer.
New member: I have chosen the retirement plan marked in Section 2. I understand that my retirement
plan selection is permanent. If I selected Plan 3, I have also completed Section 4 on the back of this form.
Returning Plan 3 member: I have completed Section 4 on the back of this form. I also understand that
returning Plan 3 members who do not select a contribution rate within 90 days will be assigned the
current default rate of 5%.
Signature
Date
DRS MS 133 6/20
Section 4: Plan 3 Contribution Rate and Investment Program Selection
Plan 3 contribution rate. If you do not choose an option, your default will be Option A. Once established
by selection or default, you may change your rate option only with a change of employer or through the
purchase of optional service credit from work as a substitute teacher.
Member
Age
Contribution Rate
All ages
5.0%
c Option A
Up to age 35
5.0%
c Option B
Ages 35 to 44
6.0%
Ages 45 and older
7.5%
Up to age 35
6.0%
c Option C
Ages 35 to 44
7.5%
Ages 45 and older
8.5%
All ages
7.0%
c Option D
All ages
10.0%
c Option E
All ages
15.0%
c Option F
Plan 3 investment program. Choose one. You can change your investment selections at any time.
c Use the target date fund for my age as part of the Self-Directed Program (SELF)
This option will automatically place you in the Retirement Strategy Fund that assumes you’ll
retire at age 65.
c I will choose my Self-Directed Program Investments (SELF)
If you choose this option, your Plan 3 account will need to be created before you can select
investments. Once you submit this form and receive a letter that confirms your plan choice,
call 888-327-5596 or visit drs.wa.gov/login to choose your investments. If you do not choose
investments, 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
For more information about Plan 3 investments, including a complete list of available investments,
visit drs.wa.gov/plan3 or call 888-327-5596.
Return the completed form to your employer.
Section 5: To Be Completed by Employer
Employer Name and Mailing Address
Reporting Group
Employers: Mail the original of this form
to DRS only if Section 2 was required.
Department of Retirement Systems; PO
Box 48380; Olympia, WA 98504-8380
Your Social Security number is needed so DRS can report to the IRS any funds paid to you. DRS will not disclose your
Social Security number unless required to do so by law. See IRC sections 6041(a) and 6109.
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