Forms

	Title	Description
	Retirement Savings Guide	This is the Guide for planning your retirement distribution options, guidelines, options.
	Accruals Check Deferral Form	Use this form if you wish to designate funds from your (final) SCAT check
	Retirement Catch Up	The Catch up form must be filled out to take advantage of the catch-up provision in the plan. Includes information and some instructions on filling out the Catch up form.
	Valic - Administrative Change Form	Used to update personal information including Change of Address - for VALIC investors.
	VALIC Retirement’s Investment Transfer form	Please use the Valic Retirement Investment Transfer form if you want to move all or part of your money from T Rowe Price to Valic Retirement. PLEASE NOTE: YOU MUST ENROLL WITH VALIC RETIREMENT BEFORE YOU TRANSFER ANY MONEY FROM T ROWE PRICE TO VALIC
	Valic Beneficiary Form	This form is used to designate a beneficiary (Valic Participants)
	Valic - Purchase Service Credits Form	Use this form to Purchase Service Credit using funds from your VALIC Account. You must be eligible to purchase service credit.
	Valic Retired Public Safety Officer Qualified Health Insurance Premium Payment Authorization Form	Retired public safety officers are to use this form to withdraw up to $3000 annually to pay for qualified Health Insurance Premiums or Long Term Care Premiums. Please read Board’s cover letter before submitting your form.
	T Rowe Price’s Investment Transfer form	Please use the T Rowe Price Investment Transfer form if you want to move all or part of your money from AIG Retirement to T Rowe Price. PLEASE NOTE: YOU MUST ENROLL WITH T.ROWE PRICE BEFORE YOU TRANSFER ANY MONEY FROM AIG RETIREMENT TO T ROWE PRICE.
	T Rowe Price Retired Public Safety Officer Qualified Health Insurance Premium Payment Authorization Form	Retired public safety officers are to use this form to withdraw up to $3000 annually to pay for qualified Health Insurance Premiums or Long Term Care Premiums. Please read Board’s cover letter before submitting your form.
	PHAROS - (Participant History Aggregator Retrieval Online System)	Use this table to determine how much money you can allocate toward catch up. *Includes a custom individualized Table that shows how much money was contributed by a participant in the plan since Joining - broken down by year and amount of contribution.
	Unforeseeable Emergency Application	U.F.E. application - * Important *- Call your union representative before using this form.
	Beneficiary Form (TRowe)	This form is used to designate a beneficiary (TRowe Participants)
	Purchase of Service Credits Form (TRowe Price)	Use this form to Purchase Service Credit using funds from your TRowe Price Account. You must be eligible to purchase service credit.
	Participant Maintenance Form	Used to update personal information including Change of Address - for TRowe Price investors.
	Retirement Calculator	The Retirement Calculator is designed to give you a general idea of how much you need to save now to provide your desired retirement income. It also shows how long the traditional sources of income might be expected to last in retirement.