Publications and Forms

• Plan 3 Request for Payment of Defined Contribution Funds (334K PDF)
  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 (342K PDF)
  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 (48K PDF)
  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.
• Plan 3 Investment Guide (641K PDF)
  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.
• TRS Plan 3 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.

Forms

• Plan 3 Request for Payment of Defined Contribution Funds (180K PDF)
  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 TRS Plan 3 for the first time, transferring from TRS Plan 2 to TRS Plan 3, or returning to TRS Plan 3 service under a new employer.
• Plan 3 Change of Investment Program Form (122K PDF)
  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.