| New Web User Request Forms | ||
|---|---|---|
| Form Name | Description | View and Print |
| eContributions Services Employer Application (POL-30) | Employers use this form to request the ability to deliver via the internet Plan Contribution Instructions for PSS custodial retirement plans, and to provide authorization for PFS Investments, or PSS, to initiate debits against a designated bank account to fund the contributions. | Open Form |
| Employer Forms | ||
|---|---|---|
| Form Name | Description | View and Print |
| Change of Authorized Officer for Plan Sponsor (POL-52) | This form is used to change or update the authorized officer of plan sponsor regarding eContributions. | Open Form |
| Beneficiary Change Form (POL-08) | Account owners use this form to update the beneficiary designation on Retirement Plan Accounts. | Open Form |
| Name Change Form (POL-39) | Account owners use this form to change the name on their accounts to a new legal name. | Open Form |
| 403(b) Distribution Form (POL-21) | Account owners use this form to request distributions from their 403(b) plan accounts. | Open Form |
| 403(b) Loan Application (POL-24) | Account owners use this form to apply for a loan against their 403(b) plan accounts. | Open Form |
| Payroll Deduction Remittance Transmittal (POL-07) | Plan sponsors use this form to update the investment amounts into plan participants accounts. | Open Form |
| eContributions Automate Clearing House (ACH) Account / Bank Change Form (PFSI-EACH) | This form is used to update or change the ACH information for the plan. | Open Form |
| Employer Plan Documents | ||
|---|---|---|
| Form Name | Description | View and Print |
| Simplified Employee Pension (SEP) Plan | This booklet provides plan custodians with instructions and forms for the Simplified Employee Pension (SEP) Plan. | Open Form |
| SIMPLE and SAR SEP Plans | This booklet provides plan custodians with instructions and forms for the Savings Incentive Match Plan for Employees (SIMPLE) and Salary Reduction Simplified Employee Pension (SAR SEP) Plans. | Open Form |
| Payroll Deduction Plan (PDP) | This booklet provides plan custodians with instructions and forms for Payroll Deduction Plan for IRA/Voluntary Accounts. | Open Form |
| 403(b) and ORP-TSA 403(b) | This booklet provides plan custodians with instructions and forms for 403(b) Tax Sheltered Account (TSA) Plans, and for ORP-TSA 403(b) Plans for use by employees of Texas institutions of higher education. | Open Form |