Special Pay Participants

Special Pay Participant Forms

Please complete the form in a legible manner or use your computer to complete the form, then print the form and sign it. If you choose to sign electronically, a photo ID must also be included with the completed forms. The completed forms may be mailed, faxed, e-mailed, or uploaded to our website. See instructions on each form for more information.

Frequently Asked Questions for Special Pay Plan Participants

What is a Special Pay Plan?

What funds are available to invest my money?

Can I change my investments? How often? Can I change my investments online? If I trade today, how long does it take to show up in my account?

To see my account online, what is my user ID and password? Can I change my password? How often is the website updated?

How can I get a form? What form do I need?

How often will I receive a statement?

What is a beneficiary? What is a primary or contingent beneficiary? How do I change my beneficiary?

How long do distributions take to process?

Is my distribution taxable?

Can I have my distribution direct deposited into my bank?

How do I roll over my Special Pay Plan?

How can I update my personal information such as my address, e-mail or phone number?