Publications

• PERS Plan 3 Transfer Payment Eligibility Legislative Change Flyer (204K PDF)
  A special notice regarding the Washington State legislature's change to the month PERS Plan 2 members must earn service credit to qualify for a PERS Plan 3 transfer payment.

• Journey to Retirement Transfer Decision At a Glance (109K 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 Transfer Decision Booklet (537K PDF)
  A 24 page comparison of the two plans which includes the Comparison Chart, a glossary, Member Information Form and the Beneficiary Designation Form.

• Transfer Decision Comparison Chart (48K PDF)
  Printable version of a side-by-side comparison of the features of PERS Plan 2 and PERS Plan 3 for transferring members. This table is also in the Transfer Decision Booklet and is available on this Web site.

• Member Information Form (120K PDF)
  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 (225K PDF)
  This form documents who you designate as beneficiaries of your retirement plan in case of death prior to retirement.

• PERS Seminar Posters
  
  • Phase I - State Agency and Higher Education Employees (76K PDF)
    
  • Phase II - Local Government Employees (147K PDF)
    
  One-page poster with information about DRS' Journey to Retirement Education Programs.

• PERS Seminar Flyers
  • Phase I - State Agency and Higher Education Employees (75K PDF)
  • Phase II - Local Government Employees (115K PDF)
  Two-page flyer with information about DRS' “Journey to Retirement” seminars.

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