Click on the Links Below for Sample Forms

(All Forms Must Be Completed Under Each Section Selected)

RETIREMENT FORMS

• Application for Benefits  

•  Proof of Age

• Authorization Agreement for Automatic Deposits

• Federal Tax Form

• State of Indiana, Form WH-4P

• Eligibility for Benefits

• Consequences of Failing to Defer Receipt of a Distribution

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DISABILITY FORMS

• Authorization Agreement for Automatic Deposits

• Authorization to Release Medical Information

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DEATH FORMS

• Application for Benefits

•  Eligible Rollover Distribution Election Form 

• Transfer of Personal Property

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QDRO FORMS

• QDRO Application for Benefits

• Authorization Agreement for Automatic Deposits

• Federal Tax Form

• State of Indiana, Form WH-4P

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