Employer Resources
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Plan Publications and Forms
 
  457 Deferred Compensation Plan
  Cash Match Plan
  Optional Retirement Plan for
Political Appointees
  Optional Retirement Plan for
School Superintendents
  Virginia Supplemental
Retirement Plan
  Administrative Forms
   
Have questions about
the Plans?

Call your regional representative
toll-free at 1-VRS-DC-PLAN1
(1-877-327-5261), option 2,
weekdays 8:30 a.m. to 5 p.m.,
Eastern Time

E-mail us

 

 

Plan Forms Updated: 2/22/12


457 Deferred Compensation Plan
Participant Enrollment Governmental 457/401(a) Form 94kb
Beneficiary Form 457/401(a) Plan 61kb
In-coming Plan-to-Plan Transfer Form 82kb
Personal Information Change Request Form for Retired or Inactive Employees 233kb
Payroll Authorization-Agency Transfer Return to Work 53kb
Payroll Authorization-One Time Deferral 79kb
Standard Catch-Up Forms 181kb
Uniformed Service Leave Make-Up Form 92kb
Distribution/Direct Rollover/Transfer Request Form 371kb
Special Tax Notice 279kb
Electronic Fund Transfers (ACH) 64kb
W-4P Form 256kb
Unforeseen Emergency Withdrawal Form 166kb
Death Benefit Claim Form 209kb
Self-Directed Brokerage Account - Agreement/Release Form 800kb

Commissions and Service Fees 106kb
Termination Certification Form 72 kb

Annuity
Five Annuity Questions 47kb
MetLife Guaranteed Income Program 3.9mb

 


Cash Match Plan

Participant Enrollment Governmental 457/401(a) Form 94kb
Beneficiary Form 457/401(a) Plan 61kb
401(a) Incoming Transfer/Direct Rollover Form 82kb
Personal Information Change Request Form for Retired or Inactive Employees 233kb
Distribution/Direct Rollover/Transfer Request Form 176kb
Electronic Fund Transfers (ACH) 62kb
W-4P Form 256kb
Death Benefit Claim Form 209kb
Uniformed Service Leave Make-Up Form 92kb
Self-Directed Brokerage Account - Agreement/Release Form 800kb
Commissions and Service Fees 106kb

Annuity
Five Annuity Questions 47kb
MetLife Guaranteed Income Program 3.9mb

 


Optional Retirement Plan for Political Appointees

Participant Enrollment Governmental 401(a) Form 84kb
Beneficiary Form 401(a) Plan 57kb
401(a) Incoming Transfer/Direct Rollover Form 80kb
Personal Information Change Request Form for Retired or Inactive Employees 233kb
Electronic Fund Transfers (ACH) 62kb
W-4P Form 256kb
Death Benefit Claim Form 409kb
Distribution/Direct Rollover Request Form 212kb
Self-Directed Brokerage Account - Agreement/Release Form 800kb
Commissions and Service Fees 106kb
Certification of Eligibility to Participate 42kb
Termination Certification Form 69kb
Notice of Return to Covered Employment 115kb

Annuity
Five Annuity Questions 47kb
MetLife Guaranteed Income Program 3.9mb

 


Optional Retirement Plan for School Superintendents

Participant Enrollment Governmental 401(a) Form 84kb
Beneficiary Form 401(a) Plan 236kb
401(a) Incoming Transfer/Direct Rollover Form 80kb
Plan-toPlan Transfer to ORP 80kb
Personal Information Change Request Form for Retired or Inactive Employees 233kb
Electronic Fund Transfers (ACH) 62kb
W-4P Form 256kb
Death Benefit Claim Form 409kb
Distribution/Direct Rollover Request Form 212kb
Self-Directed Brokerage Account - Agreement/Release Form 800kb
Commissions and Service Fees 106kb

Certification of Eligibility to Participate 105kb
Termination Certification Form 148 kb
Notice of Return to Covered Employment 115kb

Annuity
Five Annuity Questions 47kb
MetLife Guaranteed Income Program 3.9mb

 


Virginia Supplemental Retirement Plan

Participant Enrollment Governmental 401(a) Form 79kb
Beneficiary Form 401(a) Plan 236kb
401(a) Incoming Transfer/Direct Rollover Form 260kb
Personal Information Change Request Form for Retired or Inactive Employees 233kb
Electronic Fund Transfers (ACH) 64kb
W-4P Form 256kb
Death Benefit Claim Form 408kb
Distribution/Direct Rollover Request Form 212kb
Self-Directed Brokerage Account - Agreement/Release Form 800kb
Commissions and Service Fees 106kb

 

 

Administrative Forms
Request for Mistake-of-Fact Review 8kb
Social Security Change Form for Active Employees 52kb


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