For users who do not use the RPGFocus platform or for those who wish to still use paper forms, please see the links below.
Distribution/Loan Request Forms
Standard PDF Form for Separation from Service Benefit & Distribution Elections
Standard PDF Form for In-Service Withdrawal Elections
Standard PDF Form for Financial Hardship Withdrawal Elections
Standard PDF Form for Loan Withdrawal Elections
Death Benefit Distribution Election Form
NQDC-IB Distribution Election Form
QBOAD Withdrawal Form
Qualified Domestic Relations Order Distribution Election Form
Required Minimum Distribution Election Form
Return Of Contributions Form
Account Management Forms
Allocation Planning Worksheet
Beneficiary Designation Form
E-Deferral Authorization Form
In Plan Roth Rollover Conversion Election Form
Insurance Premium Payment Request Form
Salary Deferral Election Form
Rollover Acceptance Form
SDBA Transfer Form
Special Payroll Deferral Election Form
Formularios en Espanol
Formulario de Elección de Beneficios y Distribución para el/la Participante (ex empleados)
Formulario de Elección de Definición de Nómina
Formulario De Distribución De Beneficios Por Fallecimiento
Formulario De Distribución De Mínimo Requerido (RMD) Del La Participante
Formulario De Distribución Para Orden Calificada De Relaciones Domésticas (QDRO)
Formulario De Elección De Transferencia De Activos Roth En El Plan
Formulario De Solicitud De Préstamo (Empleado Actual)
Solicitud De Retiro En Servicio (Para Empleados Actuales)
Solicitud De Retiro Por Dificultades Financieras
Financial Advisor Forms
Investment Change Form
Model Change Form
Fund Provider Forms
MATC ACH Authorization Form
Matrix ACH Authorization Form
RPG ACH Agreement Form