Forms & Documents

Forms

MNDCP

  Participant Enrollment Agreement (pdf)

  Beneficiary Designation (pdf)

  Direct Deposit Agreement (pdf)

  Personal Information Change (pdf)

  Incoming Direct Rollover form (pdf)

  Auto Required Minimum Distribution form (pdf)

  Installment Form (pdf)

  Quick Enrollment Form (pdf)

  Quick Deferral Change Form (pdf)
 

Tax Withholding Certificates

  W-4P, Federal tax withholding (pdf)

  W-4MNP, Minnesota state tax withholding (pdf)

Note: MSRS cannot provide advice about how to complete these tax forms. If you have questions about your particular situation, please contact a tax or legal advisor.

Documents

MNDCP

  Beneficiary Designation Guide (pdf)

  Investment Performance Report (pdf)

  MNDCP Plan Document (pdf)

  Enrollment Brochure (pdf)

  Retirement Guide (pdf)

  Required Minimum Distribution Pamphlet (pdf)

  Roth Brochure (pdf)

  Self-Directed Brokerage Account Guide (pdf)

  Advisory Services Brochure (pdf)

  Annuity Rollover Marketplace Brochure (pdf)

  Inherited Account Guide(pdf)

402(f) Interim Notice

  402(f) Notice of Special Tax Rules on Distributions (pdf)