Virginia Supplemental Retirement Plan: Retirement Solutions Made Simple

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Forms

Account Updates | Distributions | Incoming Rollovers | Account Access | VRS Forms

Account Updates
Description Download
Beneficiary Designation
Log in to choose or change the designated beneficiary for your account. This will ensure an immediate update to your beneficiary information.
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Distributions
Description Download
Distribution Request
Log in to your account and select Withdrawals to request a full, partial, installment, or required minimum distribution (RMD) from your account.
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In-Service Distribution Request Form
Log in to your account and download the In-Service Distribution Request Form to request:
  • a withdrawal from money that was previously rolled into the plan from another retirement plan, or
  • an age 70.5 withdrawal
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Workforce Transition Act (WTA) Distribution/Rollover Request Form
Log in to your account and download the Workforce Transition Act (WTA) Distribution/Rollover Request Form if you have separated employment and are receiving benefits under WTA.
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Direct Rollover/Transfer Request Form
Log in to your account and download the Direct Rollover/Transfer Request Form to request a rollover or transfer from the plan.
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Beneficiary Claim Request Form
This form is used by beneficiaries to claim account assets when a participant has passed away.
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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.
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Incoming Rollovers
Description Download
Incoming Rollovers
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 Supplemental Retirement Plan. 
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Account Access
Description Download
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.
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VRS Forms
Description Download
Notice of Return to Covered Employment
This form is completed when you return to a position covered under VRS.
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Account Access
Defined Contribution Log-in: