Forms

The forms listed below are the most frequently used forms. Log in to your account or contact us if you have questions about which form to use.

Enroll in the SDRS Supplemental Retirement Plan

New Enrollment Form (PDF)
EZ Enrollment Participation Agreement (PDF)

  • Enroll in the plan
  • Change your contributions
  • Select or change investment options

SDRS Special Pay Plan

Special Pay Plan 401(a) Application Form (PDF)

Employers use this form to:

  • Enroll employee in the plan
  • Assign beneficiaries

To learn more about the SDRS Special Pay Plan:

Manage my money

Direct Rollover/Transfer Request Form (PDF)

Use this form to roll money over from other retirement saving account into your Plan

SDRS Supplemental Retirement Plan In Plan Roth (PDF)

Use this form to convert pre-tax dollars in your account to Roth.

Manage my account

Beneficiary Change Form (PDF)

  • Select primary and contingent beneficiaries
  • Change how your money will be divided between your beneficiaries
  • Remove and add beneficiaries

Unforeseeable Emergency Summary of Claim Form (PDF)

  • Apply for an unforeseeable emergency distribution

PDFs require Adobe® Reader®

NRW-2891SD.5
NRW-2891SD.5
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NRW-2913AO.1
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