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Active Employee Forms

 

PDF

Online Member Portal

Beneficiary Election Form For Active Employees

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Change of Address Form (City of Fort Worth Form – return to City HR)

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DROP Enrollment Packet (3 documents below)

 

 

  • Checklist of Forms and Documents
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  • Deferred Retirement Option Rules and Procedures
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  • Deferred Retirement Option Program Election Form
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QDRO Model (Divorce)

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Retirement Packet (4 documents below)

 

 

  • Checklist of Forms and Documents
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  • Retirement Application Form
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  • W-4P
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  • Social Security Windfall Elimination Provision
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  • Government Pension Offset
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Additions for Retirement WITH Actuarial Equivalent Lump Sum (AE Lump Sum) 
(2 documents below plus 8 above)

 

 

  • Checklist of Forms and Documents for Actuarial Equivalent Lump Sum
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  • Application and Actuarial Equivalent Rules
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Additions for Retirement when exiting DROP (1 documents below plus 8 above in retirement)

 

 

  • DROP Distribution
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Terminated / Separated Packet (4 documents below)

 

 

  • Application for Withdrawal of Contributions (Refund of Contributions), Notice of Withholding of Federal Income Tax and Option to Transfer to an IRA
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  • Notice of Intent to Vest (for members with 5 or more years of credited service)
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  • IRS Model Notice on Rules applicable to distributions from qualified plans
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  • Direct Deposit Form
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Retiree & Beneficiary Forms

 

PDF

Online

Beneficiary Election Form (Retiree only)

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Change of Address (retirees and beneficiaries)

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Death Benefit Application

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Direct Deposit Cancellation

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Direct Deposit Start or Change Form

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DROP Distribution Form

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QDRO Model (Divorce)

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Newsletter Election & Retiree ID Form

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Surviving Spouse of Retiree Packet

 

 

  • Surviving Spouse Application for Pension with list of forms & documents

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  • W-4P Tax Withholding Form
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  • Direct Deposit Form
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  • Social Security Windfall Elimination Provision
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  • Government Pension Offset
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  • Death Benefit Application

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W-4P Tax Withholding Form

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Separated Member and QDRO/Alternate Payee Forms

 

PDF

Online

Refund Packet (2 documents below)

 

 

  • Refund of Contributions Application Form (Withdrawal Application), Notice of Withholding of Federal Income Tax and Option to Transfer to an IRA

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  • IRS Model Notice on Rules applicable to distributions from qualified plans
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Beneficiary Designation Form for Term Vested Members

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Change of Address

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Notice of Intent to Vest for Vested Terminated Member

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Retirement Packet for Vested Terminated Member

 

 

  • Checklist of Forms and Documents

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  • Retirement Application Form

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  • Beneficiary Designation Form for Retirees
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  • Newsletter Release and Retiree ID Form
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  • Social Security Windfall Elimination Provision
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  • Government Pension Offset
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  • W-4P Tax Withholding Form
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  • Direct Deposit Form
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Other

 

PDF

Online

Member Portal Guide - Active employees

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Member Portal Guide - Retirees and Beneficiaries

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