Retirement Benefits Templates

This form is used for new employees to enroll in their employer's 401(k) retirement plan.

This document provides information on the schedule for receiving Social Security benefit payments. It outlines the dates and frequency of when beneficiaries can expect to receive their payments.

This form is used to request information about retirement benefits from Profile Investment Services. It is available in both English and Arabic languages.

This form is used for verifying the service of a military retiree in nonwartime campaigns or expeditions. It is required for certain benefits and entitlements.

This form is used for obtaining spousal consent for the distribution of retirement plan funds.

This Form is used for applying for death benefits through the Office of Personnel Management (OPM). It is used to claim benefits that may be available to the survivors of a federal employee or retiree who has passed away.

This form is used for gathering information regarding an individual's employment in the railroad industry. It helps determine eligibility for certain Social Security benefits.

This document is used to certify the eligibility of retired members for certain benefits.

This document calculates the service computation for retirement for officers in the US Army.

This Form is used for applying for immediate retirement under the Federal Employee Retirement System (FERS).

This document is used for applying for deferred retirement if a person was separated before October 1, 1956.

This Form is used for applying for deferred or postponed retirement through the Office of Personnel Management (OPM). It allows federal employees to delay their retirement benefits until a later date.

This Form is used for designating beneficiaries for the Federal Employees Retirement System (FERS).

This Form is used for requesting a waiver or reconsideration for a decision made by the Social Security Administration.

This document is used to report earnings for the annuity supplement program.

This document is a worksheet for individuals who have taxable railroad retirement benefits or qualifying pension and retirement benefits from service in the U.S. Armed Forces or Michigan National Guard. It is used for completing Section D of Form 4884 in the state of Michigan.

This form is used for declaring tax status for Alaska Retirement Benefits in Alaska.

This form is used for elected officials in Alaska to participate or waive participation in the Pers Defined Benefit Retirement Plan.

This form is used for requesting disbursement of retiree benefits from the California Employers' Retiree Benefit Trust.

This form is used for certifying compliance with OPEB funding policy and GASB OPEB standards reporting in the state of California.

This document is for applying to the Judges' Retirement System II in California for defined benefits.

This form is used to start a necessary administrative action on voluntary requests of retirement.

This form is used for providing evidence of age for individuals who are part of the USAF Nonappropriated Fund Retirement Plan.

This Form is used for requesting beneficiary distribution in the state of Washington.

This form is used for applying for a determination from the IRS for an employee benefit plan.

This legal document is filed by fully-insured individuals to apply for a type of social insurance payments paid to individuals over 62 years of age.

This form is used for the CSRS (Civil Service Retirement System) Phased Retirement program and serves as a checklist for PR (Personnel Resources) agencies.