Helpful Links and Frequently Requested Forms

Investment Plan Forms

FRS 2nd Election Form

This form can be used to switch from your current FRS plan, to the an alternative.

FRS SDBA (Self-Directed Brokerage Account) Enrollment Form

This form can be used to open your Alight Brokerage account within the FRS Investment Plan

FRS Investment Plan Beneficiary Designation Form

This form can be used to update or change beneficiary designations for FRS Investment Plan members

FRS Investment Plan Termination Form

This form is for Investment Plan members to prove termination date to confirm eligibility of distributions.

FRS Investment Plan Special Tax Notice

Copy of special tax notice for FRS Investment Plan Members


Pension Plan Forms

FRS Pension Plan W-4P Tax Withholding Form

This form is used for pension members to update their federal tax withholdings from monthly pension payments.

Request for Refund of Pension Plan Contributions

This form is for previously employed pension plan members who were not vested or are forgoing benefits to request refunds of contributions to the pension plan.


FRS Health Insurance Subsidy Forms

FRS Investment Plan HIS Forms

Use this form for retired Investment Plan member application

FRS Pension Plan HIS Forms

Use this form for retired Pension Plan member application


DROP Forms

DROP Enrollment Form

Use this form to enroll in DROP

DROP Rollover to Investment Plan Form

Use this form to rollover funds from DROP into the Investment Plan




To compare benefit options on

1. Go to

2. Login or Register your account

3. Once logged in click "2nd Choice"

4. On the next page click "Compare"

5. Confirm income and age estimate are accurate and click "Compare my estimated benefits"

6. If you have questions about your benefit comparisons on the next page you can schedule a meeting with us by clicking "here"


View Social Security Estimates

1. Go to

2. Login or Register your account

3. View benefits

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