Employers' Pensions and Benefits Administration Manual (EPBAM)
   

 

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Forms Index


Listed by Fund
  • ABP = Alternate Benefits Program
  • ACTS = Additional Contributions Tax-Sheltered
  • ALL Plans = Universal Forms
  • DCOMP = NJ State Employees Deferred Compensation Plan
  • DCRP = Defined Contribution Retirement Program
  • Financial = Financial Reporting 
  • JRS = Judicial Retirement System
  • PERS = Public Employees' Retirement System
  • PFRS = Police & Firemen's Retirement System
  • SACT = Supplemental Annuity Collective Trust
  • SHBP = State Health Benefits Program
  • SPRS = State Policemen's Retirement System
  • Tax$ave = State Employee Tax Savings Program
  • TPAF = Teachers' Pension & Annuity Fund
Click on a form to see a version ready for download.

ABP = Alternate Benefits Program
Please note that many State colleges and universities
and county colleges of New Jersey use their own
internally-developed forms for the ABP.

Fund
Description
ABP
ABP/DCRP Designation of Beneficiary Form

ABP

Carrier Comparison Guide (color)

ABP
Carrier Comparison Guide (black and white)

ABP

Carrier Election and Allocation Form

ABP
Choosing between the PERS and ABP

ABP

Election of Retirement Coverage

ABP

Enrollment Application

ABP
Enrollment Application (Fill in and Print, Acrobat 4.0 or Higher Needed)

ABP

Frequently Asked Questions

ABP

Leave Of Absence (LOA) Form

ABP

Retirement Application

ABP
Request for PERS and ABP Retirement Income Illustrations

ABP

Salary Reduction Agreement

ABP

Transfer Form

ABP
Alternate Benefit Program Member Handbook
ABP
ABP Long-Term Disability Form

ACTS = Additional Contributions Tax-Sheltered Program
Please note that many State colleges and universities
and county colleges of New Jersey use their own
internally-developed forms for the ACTS Program.

ACTS

ACTS to SACT Transfer Form

ACTS

Carrier Comparison Guide (color version)

ACTS
Carrier Comparison Guide (black and white version)

ACTS

Carrier Election Form

ACTS

Salary Reduction Agreement

ALL = All Plans

ALL

Affidavit of Name Change

ALL
Application for Dependent Death Benefits
ALL
Application for Volunteer Emergency-Worker's Survivors Pension (VESP)

ALL

Application for Withdrawal 

ALL
Application for Withdrawal  (Fill in and Print, Acrobat 4.0 or Higher Needed)
ALL
Authorization for Direct Deposit of Benefit Payment (Electronic Fund Transfer Form for Members Who Are Retiring)

ALL

Benefits When Terminating Employment

ALL

Beneficiary Designation Form

ALL
Beneficiary Designation Form (Fill in and Print, Acrobat 4.0 or Higher Needed)

ALL

Change of Address Form

ALL

Death Claims: Accidental Death Application

ALL

Death Claims: Accidental Death - Employer Certification

ALL

Death Claims: Active Beneficiary Verification Form/ Alliance Account

ALL

Death Claims: Active Beneficiary Verification Form/ under $5,000

ALL

Death Claims: Alliance Account Information Sheet

ALL

Death Claims: Beneficiary Services Estate Federal Tax Withholding Certificate

ALL

Death Claims: Certification of Service & Final Salary (P-29)

ALL

Death Claims: Last Check Benefit Form

ALL
Death Claims: Beneficiary Services Option 1 Reserve Certificate of Claimant

ALL

Death Claims: Non-member Designation of Beneficiary

ALL

Death Claims: Retired Beneficiary Verification Form/ Alliance Account

ALL

Death Claims: Retired Beneficiary Verification Form/ under $5,000

ALL

Death Claims: Beneficiary Services Non-spouse Rollover Election Form

ALL
Death Claims: Beneficiary Services Spouse Rollover Election Form
ALL
Direct Rollover/Trustee-to-Trustee Transfer of Funds for the Purchase of Additional Service Credit (PERS, TPAF, PFRS, SPRS)

ALL

Directions TO Division of Pensions & Benefits

ALL

Directions FROM Division of Pensions & Benefits

ALL
Electronic Fund Transfer (EFT) Form for Members Who Are Retiring
ALL
Employee Tax Certification - Domestic Partner/Civil Union Partner Benefit

ALL

Employer Database Update Form/EPIC Registration Form

ALL
EPIC User's Information Guide

ALL

Guide to Enrollments: PERS, TPAF and PFRS

ALL

Interfund Transfer Form

ALL
IROC (Internet Based Report of Contributions) Users' Guide

ALL (not JRS)

Loan Application

ALL (not JRS)
Loan Application (Fill in and Print, Acrobat 4.0 or Higher Needed)

ALL

Purchase: Application to Purchase Service Credit

ALL

Purchase: Employer Verification Form

ALL

Purchase: Purchase Authorization Form

ALL
Report of Transfer

ALL

Request for Publications

ALL

Request for USERRA Eligible Service

ALL
Retiree Tax Certification - Domestic Partner
Benefit
ALL
Retirements: Change Retirement Application

ALL

Retirements (Disability): Medical Examination by Treating Physician Form

ALL

Retirements (Disability): Authorization to Release Medical Records

ALL

Retirements (Disability): Employer Certification of Disability Retirement

ALL
Retirements (Disability): Employer Certification of Disability Retirement (Fill in and Print, Acrobat 4.0 or Higher Needed)

ALL

Retirements: Waiver of Retirement Allowance

ALL

Supplemental Biweekly Certification

ALL

Terminate Electronic Funds Transfer ( EFT) Form 

DCOMP = NJ State Employees Deferred Compensation Plan
Only employees of the State of New Jersey may participate in the NJ State Employees Deferred Compensation Plan.

DCOMP

Beneficiary Request

DCOMP

Catch-Up Form

DCOMP

Balance Transfer

DCOMP

Distribution Request

DCOMP

Direct Deposit Form

DCOMP
Enrollment Packet

DCOMP

Enrollment Request

DCOMP
Salary Deferral Change Form (Prudential)
DCRP = Defined Contribution Retirement Program
DCRP
ABP/DCRP Designation of Beneficiary Form
DCRP
NJ DCRP Enrollment Application
DCRP
NJ DCRP Waiver of Retirement Program Participation for Elected or Appointed Officials
DCRP
NJ DCRP Waiver of Retirement Program Participation for Employees Enrolled in the PERS or TPAF
DCRP
Election to Participate in the DCRP for PERS or TPAF Employees Who Previously Waived DCRP Enrollment
DCRP
NJ DCRP Transmittal of Local Government Ordinance or Resolution

Financial = Pensions Financial Document

Financial

Completing the Report of Contributions

Financial

Delinquent Notice

Financial
Employee Tax Certification - Domestic Partner Benefit
Financial
Retiree Tax Certification - Domestic Partner Benefit

Financial

Report of Temporary Disability Insurance

Financial

Report of Unemployment Insurance, etc.

Financial

Sample Payroll Certification of Payroll Deductions

Financial

Sample Report Of Contributions

Financial

Sample Salary Sheet

Financial
TEPS Application

Financial

TEPS Application (Fill in and Print, Acrobat 4.0 or Higher Needed)

Financial

TEPS Procedure Guide

Financial

TEPS Shortage Transmittal Instructions

JRS = Judicial Retirement System

JRS

Loan Application

JRS

Retirement Application

JRS

JRS Contributory Group Life Insurance Information Sheet

PERS = Public Employees Retirement System

PERS/ABP
Choosing between the PERS and ABP

PERS

Enrollment Application

PERS
Enrollment Application (Fill in and Print, Acrobat 4.0 or Higher Needed)

PERS 

GLI: Application to Waive GLI in Excess of $50,000

PERS 

GLI: Application to Reinstate GLI in Excess of $50,000

PERS

GLI: Contributory Life Insurance: Withdrawal Form

PERS

GLI: Personal Life Insurance Premium Remittance Form

PERS

LEO Eligibility Information

PERS

LEO Waiver Form

PERS

Planning for Retirement Booklet

PERS

Report of Transfer/Multiple Enrollment

PERS
Report of Transfer/Multiple Enrollment ( Fill in and Print, Acrobat 4.0 or Higher Needed)

PERS

Retirement: Retirement Application

PERS
Retirement: Retirement Application
(Form Only, Fill in and Print, Acrobat 4.0 or Higher Needed)

PERS

Retirement: Certification of Service and Final Salary

PERS
Retirement: Certification of Service and Final Salary (Fill in and Print, Acrobat 4.0 or Higher Needed)
PERS
Retirement: Change of Retirement Option Only

PERS

Retirement: Disability Retirement Application

PERS
Retirement: Disability Retirement Application (Fill in and Print, Acrobat 4.0 or Higher Needed)
PERS
Retirement: Retirement Estimate Request

PERS

Retirement: Retirement Estimate Request
(Fill in and Print, Acrobat 4.0 or Higher Needed)

PERS—Prosecutors Part Only PERS - Prosecutors Part Change of Position Form (for County Prosecutors)
PERS—Prosecutors Part Only PERS - Prosecutors Part Change of Position Form (for State Prosecutors)
PERS—Prosecutors Part Only PERS - Prosecutors Part Request for Retirement Estimate
PERS—Prosecutors Part Only PERS - Prosecutors Part, Application for Retirement Allowance

PFRS = Police and Firemen's Retirement System

PFRS

Enrollment Application

PFRS
Planning for Retirement Booklet
PFRS
Report of Examining Physician
PFRS
Resolution: County Fire Marshals and Assistant County Fire Marshals to Perform Fire Supression Duties

PFRS

Retirement: Disability Retirement Application

PFRS

Retirement: Retirement Application

PFRS

Retirement: Certification of Service & Final Salary

PFRS
Retirement: Retirement Estimate Request

PFRS

Retirement: Retirement Estimate Request
(Fill in and Print, Acrobat 4.0 or Higher Needed)

PFRS

Report of Transfer

PFRS
Report of Transfer (Fill in and Print, Acrobat 4.0 or Higher Needed)

PFRS

Table: Retirement and Death Benefits

SACT = Supplemental Annuity Collective Trust

SACT

Personal Contribution Form

SACT
Application for Settlement at Retirement
SACT
Distribution Form (For Lump Sump Option Only)

SACT

Beneficiary Designation Form

SACT

Change Contribution Rate Request

SACT

Enrollment Request

SACT

Information Booklet

SACT

Salary Reduction Agreement

SACT

When Terminating Employment: Booklet

SACT

Withdrawal Application

SHBP = State Health Benefits Program

SHBP

Active Employee Dental Benefits Application (State and Local Version)

SHBP
Active Employee Health Benefits Application (State and Local Versions)
SHBP
State Part-time Active Employee Health Benefits Application
SHBP
Chapter 375 Application for Coverage of Child up to Age 30
SHBP
State Intermittent Employee Health Benefits Application
SHBP
NJ National Guard — New Jersey SHBP Application

SHBP

Affidavit of Dependency

SHBP

COBRA Rates, State Active Group

SHBP
COBRA Rates, Chapter 172 Part-Time State Active Group
SHBP

COBRA Rates, Active Group, Local Education (with and without RX Coverage)

SHBP

COBRA Rates, Active Group, Local Government (with and without RX Coverage)

SHBP

COBRA Rates, Chapter 172 Part-Time Local Monthly Active Group

SHBP

COBRA Rates, Local Government Retirees

SHBP

COBRA Rates, Local Education Retirees

SHBP

COBRA Rates, State Retirees

SHBP

COBRA Dental Rates, Local Government and Education

SHBP

COBRA Dental Rates, State

SHBP

COBRA: Full-time State and Local COBRA Application

SHBP
COBRA: Full-time State and Local COBRA Application (Fill in and Print Employer Portion, Acrobat 4.0 or Higher Needed)
SHBP
COBRA: Part-time Employee COBRA Application (for part-time employees of the State of NJ and part-time faculty members employed at New Jersey public institutions of higher education)
SHBP
COBRA: Part-time Employee COBRA Application (for part-time employees of the State of NJ and part-time faculty members employed at New Jersey public institutions of higher education; Fill in and Print Employer Portion, Acrobat 4.0 or Higher Needed)
SHBP
COBRA: State Intermittent Employee COBRA Application

SHBP

COBRA: Notice Instructions for Employer and COBRA Application Instructions for Employee (Local)

SHBP

COBRA: Notice Instructions for Employer and COBRA Application Instructions for Employee (State)

SHBP

COBRA: Notice to Employees

SHBP

COBRA: FSA Plan Information for Employees

SHBP

COBRA: FSA Plan COBRA Notice and Election Form

SHBP

Deletion Transmittals Form with Instructions

SHBP
Dental: Retiree Dental Expense Plan Member Handbook
SHBP
Dental: NJ State Dental Expense Plan Claim Form

SHBP

Dental: Providers Chart

SHBP

Dental: Program Book

SHBP
Dental: Resolution for SHBP Dental Plan Participation
SHBP
Dental: Resolution for SHBP Dental Plan Termination
SHBP
Federal COBRA/HIPAA Notification Packet

SHBP

HIPAA: Certificate of Coverage

SHBP

HIPAA: Notice of Coverage

SHBP
HIPAA: Notice of Privacy Practices to Enrollees in the New Jersey SHBP
SHBP
HIPAA: Participant Authorization Form

SHBP

Monthly Change Summary

SHBP

Prescription (Rx) Program Book

SHBP

Retiree Certification of Coverage (for Emergency Room)

SHBP
Resolution: Domestic Partner Health Benefits through a Non-SHBP Employer

SHBP

Resolution: Rx Participation

SHBP

Resolution: Terminate Rx Participation

SHBP

Resolution: Premium Delay

SHBP

Resolution: Change in Full Time Hours

SHBP

Resolution: Authorization to Change the Percent of Premiums Paid for Employee and/or Dependent Coverage by Local Employer

SHBP

Resolution: Authorization to Participate in SHBP

SHBP

Resolution: Terminate Participation in SHBP

SHBP

Resolution: Chapters 88 & 436

SHBP

Resolution: Chapter 48 with Instructions

SHBP

Resolution to Offer Only One Option of the Preferred Provider Organization —NJ DIRECT15 OR NJ DIRECT10 (Local Government and Education Employers)

SHBP

Retired Status Application

SHBP

Retired Status Application from April 1, 2008, Plan Change Only

SHBP

SHBP Coverage Waiver/Reinstatement Form (Local Government/Education)

SHBP

SHBP Coverage Waiver/Reinstatement Form (State)

SPRS = State Policemen's Retirement System

SPRS

Enrollment Application

SPRS

Retirement: Disability Retirement Application

SPRS

Retirement: Retirement Application

SPRS

Retirement: Certification of Service & Final Salary

Tax$ave = State Employee Tax Savings Program
Tax$ave

COBRA: FSA Plan Information for Employees

Tax$ave

COBRA: FSA Plan COBRA Notice and Election Form

TPAF = Teachers Pension and Annuity Fund