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Resources

Forms and brochures

Access printable PDFs and page links for product forms and informational brochures.

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403(b)

BrochuresFormsLinks

NOTE: If your district has an agreement with a third-party administrator (TPA) to administer their 403(b) program, you are required to complete additional forms from the TPA to process most transactions including withdrawals, changing vendors, name and address changes, beneficiary changes, and contribution changes. Please contact the TPA or your payroll office for the additional forms.

IRA

BrochuresFormsLinks

Address/Name Change(s)


Form

Account Maintenance

Beneficiary Information Change(s)


Form

Account Maintenance

Telephone Access Authorization


Form

Account Maintenance

Trusted Contact Authorization Form


Form

Account Maintenance

403(b) and IRA withdrawals: Call 1-800-279-4030


Link

Withdrawals

Choosing Beneficiaries for Your Retirement Account


Brochure

Account Maintenance

403(b) and IRA Beneficiary Information for Spouses


Brochure

Account Maintenance

403(b) and IRA Beneficiary Information for Nonspouses, Trusts, or Other Entities


Brochure

Account Maintenance

How To Access yourMONEY


Brochure

Account Maintenance

Privacy Notice


Brochure

Account Maintenance

Fund Performance Report


Brochure

Investing

Investment Spectrum


Brochure

Investing

IRA Contribution Form


Form

Contributions

SmartPlan IRA Authorization or Modification(s)


Form

Contributions

Enrollment

Trust Advantage Payroll Deduction IRA Enrollment or Modification(s)


Form

Contributions

Enrollment

IRA Account Application


Form

Enrollment

Declaration of Domestic Partnership


Form

Enrollment

Indemnification Agreement to Establish an IRA for a Minor


Form

Enrollment

IRA Investment Worksheet


Form

Enrollment

Exchange/Transfer/
Rollover to IRA


Form

Transfer/Rollover

Taxable Conversion to Roth IRA


Form

Transfer/Rollover

IRA Qualified Charitable Distribution Form


Form

Charitable Giving

Withdrawals

SmartPlan IRA


Brochure

Account Maintenance

IRA Savings and Enrollment Guide


Link

Enrollment

Investing

To Roth or Not to Roth in Your IRA


Brochure

Enrollment

Traditional Individual Retirement Trust Account Agreement


Brochure

Enrollment

Roth Individual Retirement Trust Account Agreement


Brochure

Enrollment

Roth IRA Withdrawal Options


Brochure

Withdrawals

Traditional IRA Withdrawal Options


Brochure

Withdrawals