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

Participation Agreement (PDF)

Use this form to:

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options
  • Add or change your checking or savings information for automatic deposits to your bank account

Manage my money

Incoming Assets Form (PDF)

Use this form to:

  • Roll money over from other retirement savings accounts into your Plan
  • Decide which investments you want the rollover money to go into
  • Decide if you want to enroll in Asset Rebalancing

Payout Request Form (PDF)

Use this form to:

  • Initiate a payout
  • Stop current payments for systematic withdrawal options only
  • Change or restart option or distribution amount

Manage my account

Beneficiary Change Form (PDF)

Use this form to change beneficiary information:

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

Authorization for Miscellaneous Payroll Deduction (PDF)

Use this form to:

  • Make changes in the contribution levels of your plan

PDFs require Adobe® Reader®

Please return completed forms to:

Rena Hutton
City of Oklahoma City
420 West Main Street, Suite 343
Oklahoma City, OK 73102

NRW-2891OK-OC.2
NRW-2891OK-OC.2
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