CONTENTS
| UWRP Access and Plan Numbers | |
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| Beneficiary Designation or Change | Contact your fund sponsor(s). Each fund sponsor has its own secure, online form for updating beneficiary designations.
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| UWRP Plan Document |
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| UWRP Brochure | Download the UWRP Brochure (PDF). |
| UW Supplemental Retirement Plan (UWSRP) Document | This document applies to members who were active participants in the UW Retirement Plan (UWRP) on February 28, 2011. Download the UWSRP Plan Document (PDF). |
| Address Updates | |
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| UWRP Enrollment/Change |
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| UWRP Increased Contribution | UWRP Increased Contribution (MS Word Doc) – For individuals age 50+ wanting to make additional contributions. |
| Vanguard's UWRP Enrollment | Download the Vanguard Enrollment Form (PDF). Note: Enroll online for Fidelity and TIAA CREF accounts. |
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| PERS Handbooks | |
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| TRS Handbooks | |
| LEOFF Handbook |
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| PERS Enrollment/Member Information Form | PERS Enrollment/Member Information Form (PDF) – For plan, contribution rate, and investment program selection. |
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| PERS Plan 3 - Change of Investment | 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 | 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 (PERS 1 or 2) | 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.
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| Withdrawal of Retirement Plan Contributions (Plan 3 only) | Withdrawal of Retirement Contributions – Instructions and form for requesting payment of defined contribution funds from PERS Plan 3. |
| Beneficiary Designation or Change | Beneficiary Designation or Change (PDF) – This form is for DRS participants (LEOFF, PERS, TRS plans). |
| Rehiring PERS Retirees | (Note: Due to newly enacted legislation, this form will no longer be required after December 31, 2011.) Rehiring PERS Retirees - Request for Approval (MS Word Doc) - This form is for employing department use only. |
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| TRS Enrollment/Member Information Form | PERS Enrollment/Member Information Form (PDF) – For plan, contribution rate, and investment program selection. |
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| TRS Plan 3 - Change of Investment | 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 (TRS 1 or 2) | 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.
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| Withdrawal of Retirement Plan Contributions (Plan 3 only) | Withdrawal of Retirement Contributions – Instructions and form for requesting payment of defined contribution funds from PERS Plan 3. |
| Beneficiary Designation or Change | Beneficiary Designation or Change (PDF) – This form is for DRS participants (TRS, PERS, LEOFF plans). |
| Rehiring TRS Retirees | (Note: Due to newly enacted legislation, this form will no longer be required after December 31, 2011.) Rehiring TRS Retirees - Request for Approval (MS Word Doc) - This form is for employing department use only. |
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| LEOFF Enrollment Form | Download the LEOFF Enrollment Form (PDF), then complete and return it to the Benefits Office.
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| Beneficiary Designation or Change | Beneficiary Designation or Change (PDF) – This form is for DRS participants (LEOFF, PERS, TRS plans). |
| Withdrawal of Retirement Plan Contributions (LEOFF 2) | 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.
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| VIP Enrollment/Change Form |
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| Vanguard's VIP Enrollment | Download the Vanguard Enrollment Form. Note: Enroll online for Fidelity, TIAA CREF accounts. |
| VIP Cancellation | Download the VIP Cancellation Form to stop your VIP contributions. |
| VIP Loans & Hardship Withdrawals | Contact a Benefits Consultant at 206-543-2800 or benefits@uw.edu to receive application details and the required forms to ensure that you are eligible to access VIP funds. |
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| VIP Access and Plan Numbers |
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| VIP Brochure | Download the VIP Brochure. |
| Beneficiary Designation or Change | Contact your fund sponsor(s). Each fund sponsor has its own secure, online form for updating beneficiary designations.
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| Address Updates | To update your name and/or address - go to the fund sponsor website (see list above). |
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| DCP Participant Agreement | New enrollees, download the Participant Agreement.
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| Beneficiary Designation or Change | |
| Investment Allocation Request | To change how your current deferrals are invested, download the Investment Allocation Request form. |
| Deferral Change Request | Download the Deferral Change Request form. |
| Rollovers & Distributions | Contact the Department of Retirement Systems' information line at 888-327-5596. |
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| DCP Enrollment Booklet |
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| Address Updates | |
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Contact us if you cannot find a form or publication on this page or through one of the links shown at right. To report a web problems, contact benefits@uw.edu.
FORMS & PUBLICATIONS
