Forms
This page is designed to provide current employees and retired members of the Tacoma Employees’ Retirement System with easy access to essential forms and information.
Whether you need to update your direct deposit, change your tax withholding, or make beneficiary updates, we have the forms you need to manage your retirement benefits.
If you have any questions or need assistance, our Member Services team is here to help! Contact us for guidance on completing and submitting your forms.
Active and/or Deferred Member Forms
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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.
Address/ Name Change Form -
Use this form at the 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.
Application for Withdrawal of Contributions or Deferred Retirement -
Use this form to designate beneficiaries in case of death prior to retirement.
Beneficiary Designation Form -
Use this form to request an estimate to repay buyback years of service.
Repayment-Buyback Estimate Request -
Use this form to request a retirement estimate.
Retirement Estimate Request -
Use this checklist to help you plan for retirement.
Retirement Planning Checklist
Retired Member Forms
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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.
Address/ Name Change 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.
Beneficiary Designation Form -
Use this form to provide 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.
Electronic Deposit Authorization Form -
Use this form to initiate or make a change in your withholding.
Withholding Tax Form -
This document shows the IRS Publication 15-T Tax Tables.
Withholding Tax Tables