EZLink |  Beneficiary Designation | Refunds & Distributions | Rollovers | Account Authorization | Other VRS Forms 

Employer Forms

EZLink
Description	Download
ACH Debit Form Use this form to authorize MissionSquare Retirement to directly debit funds from an employer's bank account to fund contribution files that are submitted via EZLink.	View
EZLink Access Form Use this form to request a new EZLink user, and to update or remove an existing user.	View
EZLink Access Form — Dual Access Use this form to request a new EZLink user, and to update or remove an existing user for both the MissionSquare Retirement and VRS Defined Contribution Plans.	View
EZLink Third-Party Access Form Use this form to authorize MissionSquare Retirement to issue an EZLink User ID and password for limited use by the employer's third-party benefits administrator(s), agents or contractors or any other non-employee.	View
Request for Adjustment Review Form Use this form to request a review of contributions made to the Defined Component of the Hybrid Retirement Plan.	View

Member Forms

Important: Most forms do not apply to both components of the Hybrid Retirement Plan. Use the third column to determine if the form is needed for the Defined Benefit (DB) or Defined Contribution (DC) component.

Beneficiary Designation Note: Beneficiaries must be designated separately for both components.
Form Name	Download	Component  Type
Beneficiary Designation (VRS-2) Members can update beneficiaries online through their secure myVRS account.	N/A	DB
Beneficiary Designation Members must log in to choose or change the designated beneficiary for their account. This will ensure an immediate update to their beneficiary information.	Login	DC

 

Refunds & Distributions
Form Name	Download	Component Type
IRS 402(f) - Special Tax Notice Before taking a refund, read this notice which explains the tax consequences of taking a refund.	View	DB
Direct Rollover/Transfer Request Members must log in to their account and download the Direct Rollover/Transfer Request Form to request a rollover or transfer from the plan.	Login	DC
Distribution Request Members must log in to their account and select Withdrawals to request a full, partial, installment, or required minimum distribution (RMD) from their account.	Login	DC
In-Service Distribution Request Members must log in to their 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.	Login	DC
Workforce Transition Act (WTA) Distribution/Rollover Request Form Members must log in to their account and download the Workforce Transition Act (WTA) Distribution/Rollover Request Form if they have separated employment and are receiving benefits under WTA.	Login	DC
Beneficiary Claim Request Form This form is used by beneficiaries to claim account assets when a participant has passed away.	View	DC
IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments Members use this form to change their tax withholding on their distribution.	View	DB, DC

 

Rollovers
Form Name	Download	Component Type
Incoming 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 Hybrid 457 Deferred Compensation Plan.	View	DC
Coronavirus-Related Distribution (CRD) Repayment Form Use this form to repay your CRD within three years of taking the distribution.	View	DC

 

Account Authorization
Form Name	Download	Component  Type
Authorization to Discuss VRS Account Information (VRS-900)	View	DB
Durable Power of Attorney	View	DB
Information Release Authorization Members use this form to authorize a third party to obtain information regarding their account. Please note that it does not authorize this individual to conduct transactions on the member's behalf.	View	DC