Virginia Cash Match Plan: Retirement Solutions Made Simple

    • Print this page

    Forms

    Account Updates | Distributions | Incoming Rollovers | Account Access

    Account Updates
    Description Download
    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 document View
    Approved Domestic Relations Orders - Defined Contribution Account(s)
    The Code of Virginia authorizes VRS to make a direct payment to a former spouse if the court awards your former spouse part of your benefit. In this situation, provide this form to your attorney to submit.    		 PDF document View

     

    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.    		 Login

    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
    		 Login
    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.    		 Login
    Beneficiary Claim Request Form
    This form is used by beneficiaries to claim account assets when a participant has passed away.    		 PDF document 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.    		 PDF document View

     

    Incoming Rollovers
    Description Download
    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 document View
    Coronavirus-Related Distribution (CRD) Repayment Form
    Use this form to repay your CRD within three years of taking the distribution.    		 PDF document View

     

    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.    		 PDF document View

    Account Access
    Defined Contribution Log-in: