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Address or name changes |
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Active Member Change of Address Authorization (Form 2AC) |
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Active Member Name Change Request (Form 2NC) |
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Retiree Change of Address Authorization (Form 15C) - Survivors, beneficiaries, and alternate payees can also use |
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ORP Member Change of Address Authorization (Form 16AC) |
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ORP Member Name Change Request (Form 16NC) |
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Beneficiary (Designations by member) |
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Beneficiary Designation (Form 3) |
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Change of Beneficiary for Option 1 Retiree (Form 3A) |
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Beneficiary Designation for DROP and ILSB Accounts (Form 3B) |
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Beneficiary Designation for Retiree Return-to-Work Employee Contributions (Form 3C) |
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Direct deposit |
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Direct Deposit for Refund of Contributions (Form 7D) |
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Direct Deposit of DROP or ILSB Account Withdrawals (Form 11R) - Use 15D for regular benefits |
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Direct Deposit of Benefits (Form 15D) - Use 11R for DROP or ILSB account withdrawals |
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Addendum to Direct Deposit of Benefits - Nonspousal Joint Signer(s) (Form 15JS) |
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Disability retirement |
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Application for Disability Retirement (Form 12) |
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Disability Report by Supervisor (Form 12A) |
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Member Statement of Disabling Condition (Form 12B) |
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Physician Report of Disabling Condition (Form 12C) |
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Physician Report of Disabling Condition (Form 12C-P) - For use by psychiatrist |
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Physician Annual Report of Disabling Condition (Form 12D) - For retirees only |
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DROP and ILSB accounts |
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Beneficiary Designation for DROP and ILSB Accounts (Form 3B) |
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DROP or ILSB Account Spousal Consent (Form 11G) |
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DROP or ILSB Retiree Spousal Consent to Withdrawal Method (Form 11G-1) |
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DROP or ILSB Retiree Withdrawal Method Selection (Form 11J) |
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DROP or ILSB Retiree Nonspousal Beneficiary Request for Withdrawal Selection (Form 11K) |
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DROP or ILSB Retiree Alternate Payee Receiving Split Benefit as a Result of Divorce (Form 11K-P) |
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DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal Selection (Form 11K-S) |
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DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal (Form 11M-S) |
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DROP or ILSB Retiree Withdrawal Method Selection for Ages 70-1/2 and Over (Form 11N) |
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DROP or ILSB Retiree Partial Single-Sum Withdrawal (Form 11PS) |
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Direct Deposit of DROP or ILSB Account Withdrawals (Form 11R) |
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Employers |
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Authorized Contacts (Form 1) |
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Employer Directory Contacts (Form 1EDC) |
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Forfeiture of Retirement Benefits - Attestation of Understanding (Form 2FRB) |
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Employment Terminations (Form 4C) |
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Payment Distribution Voucher (Form 4D) |
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Prior Year Correction of Earnings and Contributions (Form 4F) |
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Certification of Supplemental Credit (Form 6A) |
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Agency Certification (Form 11B) |
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Sick Leave Certification (Form 11S) |
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Retiree Return-to-Work Notification (Form 15) |
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Electronic Reporting Registration (Form 18) |
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Enrollment |
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Enrollment Application/Employment Notification (Form 2) |
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Election to Retain Membership (Form 2R) |
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Statement Concerning Your Employment in a Job Not Covered by Social Security (Form 2SS) |
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Application for ORP or Change of Carrier (Form 16) |
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Miscellaneous |
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Forfeiture of Retirement Benefits - Attestation of Understanding (Form 2FRB) |
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DROP or ILSB Qualified Katrina Emergency Tax Relief Act of 2005 (KETRA) or Gulf Opportunity Zone Act of 2005 (GO Zone) Withdrawals Repayment (Form 11RD) |
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Company Application Retiree Payroll Deduction Program (Form 14A) |
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Retiree Return-to-Work Notification (Form 15) |
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Affidavit for Power of Attorney (Form 15PA) |
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Option to Continue Contributions during Time of Furlough without Pay (Form FBR) |
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Purchases and transfers of service credit |
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Application for Reciprocal Recognition of Service (Form 8) |
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Application for Transfer of Creditable Service (Form 8A) |
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Application for Purchase of Refunded Service to Reciprocate (Form 8BR) |
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Application for Purchase of Refunded Service to Transfer (Form 8BT) |
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Application for Purchase of In-state Service (Form 9) |
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Application for Purchase of Out-of-State Public School Employment (Form 9A) |
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Application for Purchase of Military Service (Form 9B) |
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Application for Purchase of U.S. Dependent School Teaching Service (Form 9C) |
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Application for Purchase of Refunded Service (Form 9D) |
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Rollover/Trustee-to-Trustee Transfer Acceptance (Form 9R) |
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Refunds (Please see "Special Tax Notice Regarding TRSL Payments") |
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Application for Refund (Form 7) |
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Retiree Refund Application (Form 7A) |
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Direct Deposit for Refund of Contributions (Form 7D) |
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Taxable Lump-Sum Distribution Election (Form 7L) |
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Retirees |
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Withholding Certificate for Pension or Annuity Payments (Form W-4P) - IRS form |
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Retiree Refund Application (Form 7A) |
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Retiree Return-to-Work Notification (Form 15) |
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Affidavit for Power of Attorney (Form 15PA) |
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Retiree Return-to-Work Critical Shortage Certification (Form 15CS) |
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Retiree Return-to-Work Position Certification (Form 15POSC) |
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Retirement |
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Benefit Estimate Request (Form 10) |
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Application for Service Retirement, ILSB, or DROP (Form 11) - Replaces old forms 11A and 11F |
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Termination of Employment at End of DROP Participation/Employment (Form 11H) |
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Survivor benefits |
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Application for Survivor Benefits (Form 13) |
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Application by Nonspousal Beneficiary for Refund of Deceased Member's Contributions/Benefits (Form 13A) |
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Application by Spouse for Refund of Deceased Member's Contributions/Benefits (Form 13A-S) |
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Statement of School Attendance (Form 13B) |
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Student Attendance Certification (Form 13C) |
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Application for Payment to Surviving Spouse/Children (Form 13E) |
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Statement of Dependent's Marital Status (Form 13M) |
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Renunciation of Beneficiary (Form 13R) |
Administrative Code
