All Forms
Table of Contents
Retirement Application Packet
Retirement Forms
- Retirement Application Form
- ERS-28 Retirement Application Change Form
- ERS-218 Change of Retirement Date
- ERS-221 Cancellation of Retirement Application
- ERS-182 Spousal/Civil Union Partner/Reciprocal Beneficiary Notification Form
- ERS-123B Direct Rollover Options
- 2026 W-4P Pension Tax Withholding Form & FAQ
- 2026 W-4R Nonperiodic Tax Withholding Form & FAQ
General
1099-R Form
- The ERS Form 1099-R 2025
- 2026 W-4P Pension Tax Withholding Form & FAQ
- 2026 Federal Income Tax Withholding Tables
- 1099-R Frequently Asked Questions
Active
Application for Refund of Accumulated Contributions (Please contact the ERS for more information)
Designation of Beneficiary (Contributory/Hybrid Plans Only)
- ERS Form 1-A Contributory/Hybrid Plan Designation of Beneficiary
- (Please print ERS Form 1-A on GOLDEN ROD or YELLOW paper)
- Form 1A Questions and Answers
- Form 1551 Request to Acquire Previous Military Service Credit
- (For your first four years of active duty military service, that is within your current employment period, please contact your personnel office to initiate the Servicemen’s Act process)
Retirees
- 2026 W-4P Pension Tax Withholding Form & FAQ
- 2026 Federal Income Tax Withholding Tables
- ERS-210 Direct Deposit Agreement
- ERS-211 Mailing Address Change
ERS Forms (*For Personnel Department Use Only)
*Note: All forms will not be processed unless submitted to the ERS with the appropriate supporting documents.
- ERS-203 Election Form for New Elective Officers
- ERS-1 Membership Enrollment Form
- ERS-209 Certification of Compliance for Employment of a Retirant
- Servicemen’s Act Procedures for Employers
Social Security
- Memo to Departments Regarding New Regulations for Employees Hired on or After 01/01/2005 Who Are Not Covered by Social Security
- Form SSA-1945
- Payroll Information Template