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Active Employee Forms

 

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Beneficiary Election Form For Active Employees

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Change of Address Form (City of Fort Worth Form – return to City HR)

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DROP Enrollment Packet (3 documents below)

 

 

 

Check list of Forms and Documents

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Deferred Retirement Option Rules and Procedures

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Deferred Retirement Option Program Election Form

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QDRO Model (Divorce)

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Retirement Packet (9 documents below)

 

 

 

Checklist of Forms and Documents

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Retirement Application Form

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Beneficiary Designation Form for Retirees for Death Benefit

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Direct Deposit Form

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W-4P Tax Withholding Form

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Newsletter Release and Retiree ID Form

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Social Security Windfall Elimination Provision

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Government Pension Offset

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Additions for Retirement WITH Actuarial Equivalent Lump Sum (AE Lump Sum) 
(2 documents below plus 8 above)

 

 

 

Checklist of Forms and Documents for Actuarial Equivalent Lump Sum

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Application and Actuarial Equivalent Rules

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Additions for Retirement when exiting DROP (2 documents below plus 8 above in retirement)

 

 

 

DROP Options Selection Form

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DROP Redemption Request Form (Withdraw all DROP funds)

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Terminated / Separated Packet (4 documents below)

 

 

 

Application for Withdrawal of Contributions (Refund of Contributions), Notice of Withholding of Federal Income Tax and Option to Transfer to an IRA

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Notice of Intent to Vest (for members with 5 or more years of credited service)

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IRS Model Notice on Rules applicable to distributions from qualified plans

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Direct Deposit Form

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Retiree & Beneficiary Forms

 

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Beneficiary Election Form (Retiree only)

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Change of Address (retirees and beneficiaries)

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Death Benefit Application

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Direct Deposit Cancellation

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Direct Deposit Start or Change Form

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DROP Payment Options Form

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DROP Redemption Request Form (Withdraw all DROP funds)

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QDRO Model (Divorce)

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Newsletter Election & Retiree ID Form

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Surviving Spouse of Retiree Packet

 

 

 

Surviving Spouse Application for Pension with list of forms & documents

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W-4P Tax Withholding Form

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Direct Deposit Form

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Social Security Windfall Elimination Provision

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Government Pension Offset

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Death Benefit Application

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W-4P Tax Withholding Form

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Separated Member and QDRO/Alternate Payee Forms

 

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Refund Packet (3 documents below)

 

 

Refund of Contributions Application Form (Withdrawal Application), Notice of Withholding of Federal Income Tax and Option to Transfer to an IRA

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IRS Model Notice on Rules applicable to distributions from qualified plans

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Direct Deposit Form

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Beneficiary Designation Form for Term Vested Members

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Change of Address

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Notice of Intent to Vest for Vested Terminated Member

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Retirement Packet for Vested Terminated Member

 

 

 

Checklist of Forms and Documents

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Retirement Application Form

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Beneficiary Designation Form for Retirees

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Newsletter Release and Retiree ID Form

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Social Security Windfall Elimination Provision

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Government Pension Offset

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W-4P Tax Withholding Form

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Direct Deposit Form

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Other

 

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