Forms

Traditional Pension Plan Retirement Application

If you are applying for retirement in the Traditional Pension Plan please click the button below to access the forms necessary to retire.

Retirement Savings Plan (RSP) Forms

If you are applying for retirement in the Retirement Savings Plan (RSP) please click the button below to access the forms necessary to retire.

Member and Account Changes

• Getting Your Affairs In Order Checklist (Vital Information Form)
• Simple IRA Certification Form
• Military Leave Purchase Form

Taxes

• W-4 (Withholding Certificate For NonQualified Deferred Compensation (NQDC, Excess Benefit Arrangements))
• W-4P (Withholding Certificate for Pension or Annuity Payments)
• W-4R (Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions)
• W-9 (Request for Taxpayer Identification Number and Certification)
• W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding)
• W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding) Instructions
• Special Tax Notice