Active Member and Retiree Forms
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Please keep a copy of all completed forms for your records.
| General Forms | |
| Address Change Form | |
| Name Change Form | |
| Release of Information Authorization | |
| Forms for Active Members | |
| Pre-Retirement Beneficiary Designation* For helpful information about designating beneficiaries, view the Protecting Those You Care About brochure. *This form establishes your beneficiary designation with PSRS prior to your retirement. |
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| Credit Purchase Applications | |
| If you plan to pay for your purchase with money rolled over from a qualified account, please print and complete the Rollover/Transfer Certification form and Information Sheet. |
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| Application to Reinstate Credit | |
| Application to Purchase PSRS-covered Employment | |
| Application to Purchase Supplemental Credit | |
| Application to Purchase Social Security-Covered Employment A Detailed Earnings Statement from Social Security Administration is required. |
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| Application to Purchase Public School Employment | |
| Application to Purchase Private School Employment | |
| Application to Purchase Unpaid Maternity/Paternity Leave | |
| Application to Purchase Active Duty Military Service | |
| Application to Purchase Vo-Tech Work Experience | |
| Getting Ready to Retire Forms | |
| Service Retirement Application To apply for service retirement, please also print and complete these forms: If you are eligible and choose to take the Partial Lump Sum Option (PLSO) at retirement, please print and complete the PLSO Distribution Election form and return it with your Service Retirement Application. |
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| Disability Retirement Application To apply for disability retirement, please also print and complete these forms: |
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| Forms for Retirees | |
| Tax Withholding Authorization Form | |
| Direct Deposit Authorization Form | |
| Working After Retirement Record Keeping Form | |
| Beneficiary Designation Forms | |
| Disability Retirement Beneficiary Designation |
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| Post-Retirement Beneficiary Designation for Lump-Sum Payment of Account Balance Use this form only if you chose the Single Life or one of the Joint-and-Survivor benefit plans and the remaining balance of your account is payable. |
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| Post-Retirement Beneficiary Designation for the Term-Certain Plans Use this form if you chose a Term-Certain benefit plan at retirement. |
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