|Beneficiary Designation Form
Complete this form to choose or change the designated beneficiary for your account. You can also log in to your account and complete this online to ensure an immediate update to your beneficiary information.
|Distribution/Direct Rollover/Transfer Request Form
Use this packet to request a withdrawal from the Virginia Cash Match Plan when you have separated from service. If you are currently employed with an employer providing the plan, you can also use this form to withdraw your assets that have been rolled into the plan or if you have reached age 70.5.
|Beneficiary Claim Request Form
This form is used by beneficiaries to claim the assets of the Virginia Cash Match Plan when a participant has passed away.
|IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments
Use this form if you would like to change your tax withholding on your distribution. Submit this form with the Distribution/Direct Rollover/Transfer Request Form from the separate packet described above.
|Incoming Direct Rollover Form
Use this form to request a direct rollover of your assets from your previous employer's retirement plan (401(a), 401(k), Governmental 457(b), 403(b), Federal Thrift Savings) to your Virginia Cash Match Plan.
|Account Access Code Form
This form is used in special situations in which an additional security level is needed when contacting Investor Services. Review the instructions for more details.
|Information Release Authorization
Use this form to authorize a third party to obtain information regarding your account. Please note that it does not authorize this individual to conduct transactions on your behalf.