UW Benefits Forms and Publications
Retirement Plans

PERS Enrollment/Member Information Form (PDF) – For plan, contribution rate, and investment program selection.

PERS Plan 3 - Change of Investment Program form (PDF) - Plan 3 members can use this form to choose an investment program that is either self-directed or through the Washington State Investment Board.

PERS Ineligibility Statement (MS Word Doc) – Use this form to classify yourself personally ineligible for membership in PERS and waive any claim to pension, annuity, or disability benefits which might accrue to you as a result of participation in PERS. This form also may be used if you are a retiree of another State Retirement System.

Withdrawal of Retirement Plan Contributions (PDF) – For PERS Plan 1 and 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned.

• Member must also complete an IRS form W-9 to verify Social Security Number prior to payment.

Withdrawal of Retirement Contributions – Instructions and form for requesting payment of defined contribution funds from PERS Plan 3.

• PERS Plan 1 Handbook (PDF)
• PERS Plan 2 Handbook (PDF)
• PERS Plan 3 Handbook (PDF)
• Plan Choice Booklet (PDF)

Beneficiary Designation or Change (PDF) – This form is for DRS participants (LEOFF, PERS, TRS plans).

PERS Enrollment/Member Information Form (PDF) – For plan, contribution rate, and investment program selection.

TRS Plan 3 - Change of Investment Program form (PDF) - Plan 3 members can use this form to choose an investment program that is either self-directed or through the Washington State Investment Board.

Withdrawal of Retirement Plan Contributions (PDF) – For TRS Plan 1 and 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned.

• Member must also complete an IRS form W-9 to verify Social Security Number prior to payment.

Withdrawal of Retirement Contributions – Instructions and form for requesting payment of defined contribution funds from PERS Plan 3.

• TRS 1 Plan Handbook (PDF)
• TRS 3 Plan Handbook (PDF)

Beneficiary Designation or Change (PDF) – This form is for DRS participants (TRS, PERS, LEOFF plans).

Download the LEOFF Enrollment Form (PDF), then complete and return it to the Benefits Office.

Withdrawal of Retirement Plan Contributions (PDF) – For LEOFF 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned.

• Member must also complete an IRS form W-9 to verify Social Security Number prior to payment.

Download the Handbook (PDF).

Beneficiary Designation or Change (PDF) – This form is for DRS participants (LEOFF, PERS, TRS plans).

Enroll, stop, or change your VIP contributions at www.fidelity.com/uw or contact a Fidelity Workplace Planning and Guidance Consultant at 1-800-642-7131 between 5 a.m. -  7 p.m. Pacific Time, Monday - Friday.

Download the VIP Brochure.

For instructions, see the Beneficiary Designation web page.

Contact a Fidelity Workplace Planning and Guidance Consultant at 1-800-642-7131 between 5 a.m. -  7 p.m. Pacific Time, Monday - Friday.

New enrollees, download the Participant Agreement.

Download the DCP Beneficiary Form.

To change how your current deferrals are invested, download the Investment Allocation Request form.

Download the Deferral Change Request form.

Contact the Department of Retirement Systems' information line at 888-327-5596.

Download the DCP Booklet.