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    Publications

    • Plan 3 Request for Payment of Defined Contribution Funds
      This publication is used when a member or beneficiary is withdrawing from their Plan 3 Defined Contribution account. It summarizes the state and federal government tax code rules governing the payment of funds from your retirement plan, in less legalistic language. The Plan 3 Request for Payment of Defined Contribution Funds form is included in this booklet.
    • Getting to Know Plan 3
      Overview of the Plan 3 components including step-by-step instructions for choosing both a contribution rate as well as an appropriate investment mix within Plan 3. It is also used as a handout to accompany the Getting to Know Plan 3 seminars.
    • A Guide to Your Quarterly Statement
      This guide illustrates and explains the information provided in each section of your quarterly statement.
    • Annuity Guide
      This guide introduces the annuity options, which can guarantee income for life from your Plan 3 investment account. The Annuity application is included. Please review the section on Tax Consequences in the Annuity Guide and download a Form W-4P, if applicable.
    • Tap Annuity Flyer
      This flyer provides an overview of the Plan 3 TAP Annuity, a withdrawal option offered by the Department of Retirement Systems that provides guaranteed lifetime income after you separate from service.
    • Plan 3 Investment Guide
      This guide provides complete fund descriptions, fees, processing rules, and other important information about both the Self-Directed and WSIB Investment Programs.
    • Plan 3 Report Library
      Past and current issues of Plan 3 reports which are included with your quarterly statement mailings.
    • Member Handbook
      Comprehensive summary of the rules governing the plan's benefits. The handbook reviews the structure of Plan 3 and includes examples of service credit, dual membership, calculating retirement benefits, early retirement and many other topics.
    • Plan Choice Booklet
      New members of PERS, SERS and TRS have 90 days to choose between two different pension plans - Plan 2 or Plan 3. Inside this booklet you'll find information, tools and resources that will help you determine your goals for retirement and how to best meet them.

    Forms

    • Plan 3 Request for Payment of Defined Contribution Funds
      Provides members and beneficiaries with a summary of the state and federal government tax code rules governing the payment of funds from your retirement plan, in less legalistic language.
    • Member Information Form
      Use this form if you are enrolling in Plan 3 for the first time, transferring from Plan 2 to Plan 3, or returning to Plan 3 service under a new employer.
    • Plan 3 Change of Investment Program Form
      Use this form to change the investment program to which your employer directs future contributions.
      If you already have your contributions in the investment program of your choice, and would like to transfer balances between the WSIB and Self-Directed Investment Program, please call Plan 3 Investor Services at 1-888-711-8773 and they will assist you in completing the transfer.
    • Beneficiary Designation Form
      Use this form to designate beneficiaries of your retirement plan in case of your death prior to retirement.
    • IRS Form W-4P
      Use this form to have federal income tax withheld from each withdrawal or annuity payment you receive.

    Changing Employers or School Districts?

    Plan 3 members who change employers or school districts have 90 days to select a new contribution rate and investment program. Getting to Know Plan 3 seminars offer great information for helping you make those decisions.