Plan 3 Member Handbooks:
New Enrollment/Member Changes
Member Information – Use this form if you are enrolling in Plan 3 for the first time or returning to Plan 3 service under a new employer.
Beneficiary Designation – Designate beneficiary(ies)
Plan 3 Change of Investment Program – 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, call Plan 3 Customer Services at 888-327-5596 and we will assist you in completing the transfer.
Plan 3 Member Withdrawal – Use this form if you are a member requesting a withdrawal from your Plan 3 defined contribution account.
Plan 3 Beneficiary, Estate and Successor Withdrawal – Use this form if you are beneficiary and need to initiate a withdrawal request.
Plan 3 Legal Order Payee Distribution – Use this form if you have court documents to initiate a withdrawal request.
Plan 3 Automated Minimum Distribution – Use this form to initiate the withdrawal request of the minimum amount requirement.
Plan 3 Annuity Payment – Use this form to purchase a TAP Annuity.
Plan 3 Direct Deposit (ACH) – Use this form to sign up for direct deposit of your retirement benefit.
IRS Form W-4P – Use this form to have federal income tax withheld from each withdrawal or annuity payment you receive.
Investment options are offered by the Washington State Department of Retirement Systems through GWFS Equities, Inc., Member FINRA/SIPC.
Investing involves risk, including possible loss of principal.
Please consider the investment objectives, risks, fees and expenses carefully before investing. Additional disclosure documents can be obtained from your plan representative or plan website. Read them carefully before investing.
The Plan 3 Total Allocation Portfolio Annuity payments are guaranteed by the State of Washington.
Representatives of GWFS Equities, Inc. cannot offer investment, fiduciary, financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor as needed.
Great-West Life & Annuity Insurance Company and/or its subsidiaries is not responsible for, has not reviewed, nor does it endorse the content contained on the drs.wa.gov website.
Access to the voice response system or any website may be limited or unavailable during periods of peak demand, market volatility, systems upgrades/maintenance or other reasons. Transfer requests received on business days prior to close of the New York Stock Exchange (4 pm Eastern Time or earlier on some holidays or other special circumstances) will be initiated at the close of business the same day the request was received. The actual effective date of your transaction may vary depending on the investment option selected.
Use of this site constitutes acceptance of these Terms and Conditions. (03/2016) PT249750