Forms
Enrollment forms
Enroll in the plan
Opt-out of your employer's automatic enrollment feature
Request a refund of the automatically enrolled contributions made to your plan
Agreement and understanding of the Schwab Self-Directed Brokerage Option (SDBO)
Complete this form to enroll in Post Employment Health Plans (PEHP®)
Money management forms
From other retirement plans
Distributions for beneficiaries
Guidance for you and your attorney
Distributions for alternate payees
Review this form for information regarding special tax information for plan payments
To provide federal tax withholding direction for all withdrawal requests except systematic distributions lasting more than 10 years
Transfer or rollover assets from another qualified plan into your Deemed Roth IRA plan
Withdraw money from your retirement savings
Withdraw money from your retirement savings