Forms

The forms listed below are the most frequently used forms. Log in to your account or contact us if you have questions about which form to use. You may also enroll, change your deferral amount, investments, sign up for asset rebalancing and update beneficiaries online by logging in to your account.

Enroll

Enrollment Form (full version) and Participation Agreement (PDF)

EZ Enrollment Form – for 457b Plan if under age 55, or 401k Plan if 55 years or older

EZ Enrollment Cancellation Form

Use these forms to:

  • Enroll in the plans 
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options 
  • Enroll in asset rebalancing

Refer to the Basics (PDF) and the Spectrum of Investment Options (PDF) brochures for more details.

Manage my money

Contribution Change Form (PDF)

Use this form to:

  • Change, cancel or reinstate your contribution amount

Direct Rollover/Transfer Request Form (PDF)

Use this form to:

  • Roll money over from other retirement savings accounts into your Plan
  • Decide which investments you want the rollover money to go into

Refer to the Rollover Options (PDF) brochure for more details.

Please read about the tax implications (PDF) regarding rollovers.

Payout Request Form (PDF)

Use this form to:

  • Select your payout options when you end your employment or retire
  • Request a payout
  • Stop current payouts
  • Restart a payout
  • Defer payout until Required Minimum Distribution (RMD) is required at age 70½

Refer to the Distribution options (PDF) brochure for more details.

Annual Leave Payment Deferral Instructions with form (PDF)

Payout Change Form (PDF)

Use this form to:

  • Change your payout amount
  • Select new beneficiaries

W-4P Withholding Certificate for Pension or Annuity Payments (PDF)

Use this form to:

  • Request that more federal income tax than required be withheld from your payout(s)

MW-507P Maryland Income Tax Withholding for Annuity, Sick Pay and Retirement Distributions (PDF)

Use this form:

  • If you are exempt from Maryland State income taxes, but would like to have Maryland State tax withheld from your payout(s)

Financial Hardship Request Instructions and Application – 457 (PDF)

Use this form to:

  • Request a financial hardship withdrawal from your MSRP 457 plan

Financial Hardship Request Instructions and Application – 401(k) (PDF)

Use this form to:

  • Request a financial hardship withdrawal from your MSRP 401k plan

Financial Hardship Request Instructions and Application – 403(b) (PDF)

Use this form to:

  • Request a financial hardship withdrawal from your MSRP 403b plan

Manage my account

Beneficiary Change Form (PDF)

Use this form to change beneficiary information:

  • Select primary and contingent beneficiaries
  • Change how your money will be divided between your beneficiaries
  • Remove and add beneficiaries

Automatic Deposit Authorization (PDF)

Use this form to:

  • Add or change your checking or savings information for automatic deposits to your bank account

Borrowing from your retirement account (loan information brochure) (PDF)

Use this form to:

  • Learn about taking loans from your MSRP plan
  • Learn about how to qualify to take a loan

Account information, and notifications

Divorce (Domestic Relations Orders)

Follow this link to view/print the information you and your attorney will need to provide in the event of a divorce.

Military Leave

Follow this link to view/print information on how to notify us if you are going on military leave.

Beneficiary/Alternate Payee Claim (PDF)

Use this form if you're a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Report the death of a Plan member. Please remember to submit a certified copy of the death certificate if you are reporting the death of a plan member.
  • Update your beneficiary information.
  • Request a payout.

PDFs require Adobe® Reader®

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