Planchoice

Publications

  • Journey to Retirement Plan Choice At a Glance (174K PDF)
    A four-page summary outlining some of the key points and important steps to help you through the decision-making process.
  • Journey to Retirement Plan Choice Booklet (315K PDF)
    A 20-page comparison of the two plans which includes the Comparison Chart, a glossary, Member Information Form and the Beneficiary Designation Form.
  • Plan Choice Plan Comparison Chart (195K PDF)
    Printable version of a side-by-side comparison of the features of PERS Plan 2 and PERS Plan 3 for new members. This table is also in the Plan Choice Booklet and available on this Web site.
  • Member Information Form
    PERS Members can use this form to transfer from PERS Plan 2 to PERS Plan 3 or to enroll in PERS Plan 3 for the first time.
  • Beneficiary Designation Form
    This form documents who you designate as beneficiaries of your retirement plan in case of death prior to retirement.
  • Plan 3 Investment Allocation Form (275K PDF)
    If you invest in the Self-Directed Investment Program, use this form to change how you allocate your contributions to your retirement plan.

    Note: These transactions can be completed more quickly by calling the customer service toll-free line at 1-888-711-8773 or using the Account Access area of this Web site.

  • Other PERS Publications
    Including the PERS Plan 2 Handbook and PERS Plan 3 Handbook and other brochures.