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 

Miami-Dade County Participation Agreement form (PDF)

  • Enroll in the plan
  • Change your contributions
  • Select or change beneficiaries
  • Select or change investment options

Manage my money

Outgoing Transfer Request (PDF)

  • Transfer money from your Plan to another retirement plan
  • Change life insurance coverage and determine status of cash surrender value

Payout (PDF)

  • Select your payout options when you end your employment or retire
  • Request a payout
  • Stop current payouts
  • Change a current payout
  • Restart a payout
  • Defer payout until Required Minimum Distribution (RMD) is required at age 70½

Unforeseeable Emergency Application (PDF)

  • Apply for an unforeseeable emergency distribution

Incoming Assets Form (PDF)

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

Manage my account

Beneficiary Change Form (PDF)

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

Automatic Deposit Authorization (PDF)

  • Add or change your checking or savings information for automatic deposits to your bank account

Manage someone else's account

Divorce (Domestic Relations Orders)

View/print the information you and your attorney will need to provide in the event of a divorce.

Military Leave

View/print information on how to notify us if you are going on military leave.

Beneficiary Distribution Form (PDF)

Alternate Payee Claim Form (PDF)

Use these forms if you're a beneficiary or an alternate payee, such as a former spouse or a dependant of a Plan member:

  • Report the death of a Plan member. Please remember to submit a certified copy of the death certificate if you are reporting the death of a plan member.
  • Update your beneficiary information.
  • Request a payout.

PDFs require Adobe® Reader®

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