Tacoma Employees' Retirement System is proud to provide our more commonly used forms on the Internet. These forms cannot be submitted electronically; several require authorized signatures and/or notarization.
Print the appropriate form, complete it in ink, and return it to Tacoma Employees' Retirement System, P.O. Box 11007, Tacoma, WA 98411-0007.
ACTIVE MEMBER FORMS
Application for Withdrawal of Contributions or Deferred Retirement - Use this form at time of separation to request a withdrawal of contributions and interest, defer retirement to age 60, or to transfer your contributions to an Individual Retirement Account or other qualified pension plan.
Beneficiary Designation Form - Use this form to designate beneficiaries in case of death prior to retirement.
Retirement Estimate Request - Use this form to request a retirement estimate.
RETIRED MEMBER FORMS
Address/Name Change Form - Use this form to notify us of an address change or a name change. Name changes require legal documentation of the new name such as a social security card, driver's license, marriage certificate, or any subsequent court document.
Electronic Deposit Authorization Form - Use this form to provide a new or changed banking account information for direct deposit. A voided check must be attached to this form to ensure that we have your bank's proper routing address and your correct account number documented for your file.
Withholding Tax Form - Use this form to initiate or make a change in your withholding.
Withholding Tax Calculator - Use this calculator to determine your federal income tax withholding from your gross monthly pension. Note: The calculator uses Microsoft Excel Version 97-2003 or later. If you don't have Excel, please call us and we will run the calculations for you.
Withholding Tax Tables - IRS Circular-E 2013 Tax Tables.
Beneficiary Designation Form - Use this form to designate a beneficiary for the payment of any pension benefits upon your death. Please attach a copy of any wills and/or letters of testamentary designating an executor/executrix of your estate.
Affidavit of Marriage-Domestic Partnership
RETIRED MEMBER MEDICAL AND DENTAL FORMS
2013 HealthCare At-A-Glance
2013 Benefits Enrollment Change Form
2013 Regence PPO Benefits Summary
2013 Washington Dental Services Summary
2013 Willamette Dental Services Summary