SMART Plan Beneficiary Designation (pdf)
Designated beneficiaries have access to benefits upon the death of a SMART Plan participant.
Please note, you may also update beneficiary information online in Account Access.

SMART Plan Electronic Fund Transfer (pdf)
SMART Plan participants may authorize to have payments transferred electronically to their financial institution.

SMART Plan Incoming Transfer/Rollover (pdf)
If you have other retirement accounts, such as a governmental 457, 401(k), 401(a) or 403(b) plan or Individual Retirement Account (IRA), you may use this form to combine these accounts into your SMART Plan account.

SMART Plan Sick and Vacation Pay Deferral Agreement (pdf)
Use this form to elect a one-time deferral of sick and vacation pay or Quinn Bill deduction (if applicable) into your SMART Plan account.

SMART Plan Service Credit Buyback
For service credit buyback, please contact your local representative.

SMART Plan Personal Information Change Request (pdf)
Use this form to update your personal information with the SMART Plan such as name, address, date of birth and/or Social Security number.

OBRA Mandatory Participant Forms:

OBRA Mandatory Participant Enrollment (pdf)
All temporary, seasonal or part-time employees classified as OBRA are required to complete this form and enroll in the Plan.
Please note, human resource and payroll administrators must mail or fax the completed form to the address or fax number provided on the form.

OBRA Mandatory Beneficiary Designation (pdf)
Designated beneficiaries have access to benefits upon the death of an OBRA Mandatory participant.
Please note, you may also update beneficiary information online in Account Access. This form may also be used for new enrollees that would like to designate additional beneficiary(ies).

OBRA Mandatory Electronic Fund Transfers (pdf)
OBRA Mandatory participants may authorize to have payments transferred electronically to their financial institution.

OBRA Mandatory Service Credit Buyback
For service credit buyback, please contact your local representative.

OBRA Mandatory Personal Information Change Request (pdf)
Use this form to update your personal information with the SMART Plan such as name, address, date of birth and/or Social Security number.

OBRA Voluntary Participant Forms:

OBRA Voluntary Beneficiary Designation (pdf)
Designated beneficiaries have access to benefits upon the death of an OBRA Voluntary participant.
Please note, you may also update beneficiary information online in Account Access.

OBRA Voluntary Electronic Fund Transfer (pdf)
OBRA Voluntary participants may authorize to have payments transferred electronically to their financial institution.

OBRA Voluntary Service Credit Buyback
For service credit buyback, please contact your local representative.

OBRA Voluntary Sick and Vacation Pay Deferral Agreement (pdf)
Use this form to elect a one-time deferral of sick and vacation pay or Quinn Bill deduction (if applicable) into your OBRA Voluntary account.

OBRA Voluntary Personal Information Change Request (pdf)
Use this form to update your personal information with the SMART Plan such as name, address, date of birth and/or Social Security number.