Publications
Alphabetical List
- An Introduction to Plan 3
- An overview of Plan 3 features and necessary decisions to be made by both new and current members of Plan 3. Includes the Member Information Form, Beneficiary Designation Form, and the Plan 3 Investment Guide. To order, email ICMA or call 1 - (888) 711-8773 (press option 3).
- Authorization for Direct Deposit
- Have your retirement benefit deposited directly into your personal bank account. You should also complete an IRS form W-4P to advise the correct tax amount to be withheld.
- Bank Account Authorization
- Authorize DRS to debit your bank account for electronic payments.
- Beneficiary Designation
- In addition to designating the beneficiary of retirement monies, the form includes a section for a $150,000 death benefit for PERS, PSERS, SERS, TRS, LEOFF and WSPRS members who die as a result of an injury sustained in the course of employment, or an occupational disease or infection that arises naturally and proximately out of covered employment.
- CAFR
- See the Comprehensive Annual Financial Report
- Comprehensive Annual Financial Report (CAFR)
- The Comprehensive Annual Financial Report contains detailed information on DRS membership, financial statements, investment performance and actuarial methodology.
- DRS Notices and Emails
- Refer to these official communications from DRS for reporting and administrative information for retirement and for deferred compensation.
- Employee Authorization for ePayment
- Allows employees to authorize DRS to debit their bank account, per the employer's electronic payment advice, for payments due to DRS.
- Employees Working in School Districts & Educational Service Districts Reporting Chart
- This is a quick reference chart to determine how to report an employee working in a school district or an educational service district (not for retirees). For retirees use the Retiree Returning to Work Charts.
- Employer Guide - PERS, SERS, & TRS Plans 2 & 3
- This is a concise, 4-page reference aid to help employers administer retirement reporting for plan choice.
- Employer Handbook
- The Employer Handbook is a comprehensive source of information on eligibility and associated topics that support timely and accurate reporting of retirement and Deferred Compensation data to DRS.
- Enrollment
- For new members of LEOFF or WSPRS; members returning to a LEOFF or WSPRS eligible position; or PERS elected or Governor-appointed officials; a city managers; or chief administrative officers of a court, port district, or public utility district.
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- Handbook, Employer
- See Employer Handbook.
- Independent Contractor Status Questionnaire
- Use this questionnaire to begin your research on whether an individual is an independent contractor or an employee.
- LEOFF Plan 2 Retiree Re-employment Form
- This form must be completed by a LEOFF Plan 2 retiree returning to work in a PERS, PSERS, SERS, or TRS eligible position. Retirees must choose between two options: to become a member of PERS, PSERS, SERS or TRS and temporarily suspend their LEOFF benefit; or not become a member and continue to receive their LEOFF benefit.
- Member Handbooks
- This is a list of member handbooks available. Select from the list to view or print a copy, or order copies.
- Member History Chart
- This chart is for reporting an employee hired into an eligible position, but does not apply to retirees or substitutes.
- Member Information Form
- Enroll new PERS, SERS or TRS members; for Plan 2 members who choose to transfer to Plan 3; or for Plan 3 members returning to eligible employment.
- Name/Address Change
- For retirees, beneficiaries and former members. Active members: please update your name and/or address through your employer.
- Notices
- See DRS Notices and Emails.
- Ongoing PERS, SERS & TRS Plan 2 & Plan 3 Items
- What publications are available? How do you schedule a seminar? What's a MIF and who gets it? Who has 90 days to choose? This important, four-page publication will answer your questions about plan choice for PERS, SERS and TRS members.
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- PERS Plan 2 and Plan 3 Sample Letters
- Employers can select sample letters to be given to employees. These letters document member options but are optional communications from the employer to the employee.
Phase One Employers:
Phase Two Employers:
- PSERS Eligibility Worksheet
- This worksheet is designed to assist Public Safety Employees' Retirement System (PSERS) employers to determine an employee's eligibility for PSERS membership.
- Payment Advice Plan 3
- Report payments for Plan 3
- Plan 3 Change of Investment Program
- Plan 3 members use this form to select a new investment program for future contributions; this form should be turned in to the employer.
- Plan 3 Investment Allocation Form
- Members who select the Self-Directed Investment Program must use this form to choose their investment options and establish how their future contributions will be invested. If allocations are not established, member contributions are invested in the Money Market Fund.
- Plan 3 Investment Guide
- The guide provides fund descriptions, fees, processing rules, and other information for both Self-Directed and WSIB investment programs. To order, email ICMA or call 1 - (888) 711-8773 (press option 3).
- Plan 3 Request for Payment of Defined Contribution Funds - Includes Form
- Refer Plan 3 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned to ICMA-RC 1-888-711-8773 for the packet.
- Plan Choice Booklet
- New members of PERS, SERS and TRS have only 90 days to make their plan choice. Provide this booklet to a new employee who is eligible for plan choice (new members and or members with January transfer option) immediately upon hiring.
- Position Eligibility Worksheet
- Determine position eligibility for PERS, SERS, TRS Plan 2 or TRS Plan 3. It is recommended that the employer verify the position eligibility status annually, particularly if the position is ineligible.
- Prelist Supplement Form
- For manual reports. Insert it into the prelist where you need extra pages.
- Quick Start DCP - Web Based Employer Transmittals
- A one-page guide providing step-by-step instructions for updating and submitting a DCP report online via WBET.
- Quick Start Retirement - Web Based Employer Transmittals
- A one-page guide providing step-by-step instructions for updating and submitting a retirement report online via WBET.
- Retiree Returning to Work Reporting Charts
- Use these charts to determine how to report retirees working in eligible, ineligible or educational substitute positions.
- Retirement Reporting Reminders - General Tips
- Eliminate the common mistakes when reporting data or sending payments to DRS. Also three handy tips for determining eligibility like a pro!
- Retirement Reporting Reminders - Substitutes
- Learn how to avoid the most common transmittal reporting errors for substitutes working in school districts and educational service districts.
- Retirement Reporting Reminders - Temporary Duty Disability
- Use this one-page aid to understand how to report members who are on temporary duty disability and the impact to their service credit.
- Retirement Status (required by RCW 41.50.139)
- Documents whether the employee has been a member or retired from a Washington State retirement system.
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- SAFR
- See the Summary Annual Financial Report.
- SERS Plan 2 and Plan 3 Sample Letters
- Employers can select sample letters to be given to employees. These letters document member options but are optional communications from the employer to the employee.
- SERS Plan 2 and Plan 3 Substitute's Guide (Fact Sheet)
- SERS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
- Information and forms packet for substitute teachers who belong to SERS Plan 2 or Plan 3.
- Separating From Service but Not Retiring
- Can I leave my money in the state retirement system? What If I withdraw my money? What if I return to service? Answer your terminating employees' questions with this one-page handout.
- Summary Annual Financial Report (SAFR)
- The SAFR includes a brief summary of the retirement plans administered by DRS, statistics of the number of participants for each plan, financial statement of the pension assets, pension investment holdings and returns, and highlights of accomplishments for the year.
- TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit (Fact Sheet)
- Information for Substitute Teachers who belong to TRS Plan 1.
- TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit (Includes Form)
- Information and forms packet for Substitute Teachers who belong to TRS Plan 1.
- TRS Plan 2 and Plan 3 Sample Letters
- Employers can select sample letters to be given to employees. These letters document member options but are optional communications from the employer to the employee.
- TRS Plan 2 and Plan 3 Substitute's Guide (Fact Sheet)
- Information and forms packet for substitute teachers who belong to TRS Plan 2 or Plan 3.
- TRS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
- Information and forms packet for substitute teachers who belong to TRS Plan 2 or Plan 3.
- Using Service Credit Earned Outside TRS (TRS Plan 3)
- Using the DRS Web-Based Services
- This 30-page publication provides instructions on how to log on and how to use DRS' Web-based applications.
- Withdrawal of Retirement Contributions (For Plan 1 and Plan 2 - Includes Form)
- For Plan 1 and Plan 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned. When completing the request to withdraw your contributions, members need to also complete an IRS form W-9 to verify Social Security Number prior to payment.
- Withdrawal of Retirement Contributions (For Plan 3 - Includes Form)
- See Plan 3 Request for Payment of Defined Contribution Funds.
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