Virginia Cash Match Plan: Retirement Solutions Made Simple

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    Forms

    Account Updates | Distributions | Incoming Rollovers | Account Access

    Account Updates
    DescriptionDownload
    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.    		 PDF icon View

     

    Distributions
    DescriptionDownload
    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.    		 PDF icon View
    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.    		 PDF icon View
    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.    		 PDF icon View

     

    Incoming Rollovers
    DescriptionDownload
    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.    		 PDF icon View

     

    Account Access
    DescriptionDownload
    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.    		 PDF icon View
    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.    		 PDF icon View
    Account Access
    Defined Contribution Log-in: