Forms

Online Member Portal

Beneficiary Election Form For Active Employees

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

DROP Enrollment Packet (3 documents below)

• Checklist of Forms and Documents

• Deferred Retirement Option Rules and Procedures

• Deferred Retirement Option Program Election Form

QDRO Model (Divorce)

Retirement Packet (4 documents below)

• Checklist of Forms and Documents

• Retirement Application Form

• W-4P 2023 (required document for your federal taxes)

• Social Security Windfall Elimination Provision

• Government Pension Offset

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

• Application and Actuarial Equivalent Rules

Additions for Retirement when exiting DROP (1 documents below plus 8 above in retirement)

• DROP Distribution Payment Selection Form

• Special Tax Notice 402(f) - 2023

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

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

• IRS Model Notice on Rules applicable to distributions from qualified plans

• Direct Deposit Form

Beneficiary Election Form (Retiree only)

Change of Address (retirees and beneficiaries)

Death Benefit Application

Direct Deposit Cancellation

Direct Deposit Start or Change Form

DROP Distribution Payment Selection Form

W-4P 2023 (required document for your federal taxes)

W-4R 2023 (to be completed for lump sum distributions)

QDRO Model (Divorce)

Newsletter Election & Retiree ID Form

Surviving Spouse of Retiree Packet

• Surviving Spouse Application for Pension with list of forms & documents

• W-4P 2023  (required document for your federal taxes)

• W-4R 2023 (to be completed for lump sum distributions)

• Direct Deposit Form

• Social Security Windfall Elimination Provision

• Government Pension Offset

• Death Benefit Application

PDF

Online

Refund Packet (2 documents below)

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

• IRS Model Notice on Rules applicable to distributions from qualified plans

Beneficiary Designation Form for Term Vested Members

Change of Address

Notice of Intent to Vest for Vested Terminated Member

Retirement Packet for Vested Terminated Member

• Checklist of Forms and Documents

• Retirement Application Form

• Beneficiary Designation Form for Retirees

• Newsletter Release and Retiree ID Form

• Social Security Windfall Elimination Provision

• Government Pension Offset

• W-4R 2023 (to be completed for lump sum distributions)

• Direct Deposit Form

PDF

Online

Member Portal Registration and Login Guide