Forms

You can download and print the forms listed below. To download the desired form, simply click on the title. Forms cannot be completed online as they must be filled out, signed and, in some cases, notarized. If you need assistance, contact customer service at (800) 634-5091.

• Enrollment Form
• Change of Address Form
• Beneficiary Form
• 401(k) Hardship Withdrawal Request

– 401(k) Hardship Withdrawal Request
– Instructions

• Distribution Agreement Package

These forms are for distributions and should not be used for ERS service credit purchases. For service credit purchases, contact ERS toll-free at (877) 275-4377 or in Austin at (512) 867-7711.

– Separation of Service Distribution
– Purchase of Service Credit
– In-Service Distribution
– Disability Distribution

• Final Distribution Package for Beneficiaries

  – Claim Form for Beneficiaries
  – Instructions
  – Special Tax Notice

• Direct Deposit Form
• Paycheck Contribution Election / Catch-Up Contribution
• Quick Paycheck Contribution Election
• Form W-4P
• Required Minimum Distribution Form
• Incoming Transfer/Rollover Request Form
• In-Plan Roth Transfer/Rollover Request Form
• 401(k) Model Qualified Domestic Relations Order (QDRO)