Forms

Would you like to increase your retirement benefit by making optional after-tax contributions? Use this form to opt in, and select the amount you would like to have deducted from your paycheck.

If you're eligible to receive a distribution from your retirement account, use this form to tell us how you would like us to pay your benefit.

When key positions change at your Association (such as the appointment of a new Executive Director), submit this form to keep us up to date.

It's very important that we know who is eligible to receive your account benefits in the event of your death. Use this form to designate, or change, your beneficiary.

If you have left YWCA employment and have a YWCARF account that's valued at $5,000 or less, use this form to authorize a direct payment or a rollover.

Did you change your name, move, or get married? Help us keep our records accurate by submitting updates with this form.

If you are the beneficiary of a deceased YWCARF participant, use this form to elect how you would like to receive benefits.

To receive your monthly annuity payments by direct deposit, use this form to provide us with your bank details.

We would never release your information to a third party without your permission. To authorize a representative, you must complete and notarize this form.

When the status of an employee at your Association changes, due to termination of employment or unpaid leave of absence, let us know with this form.

Associations must elect their annual contribution rates and submit them to us using this form by October 31st each year.

To enroll an eligible employee in YWCARF, the Association must complete this form and submit together with the participant's completed Designation Of Beneficiary (B1).

Associations must complete this form to commence or resume participation in YWCARF.

To report a participant's return to active status, following rehiring or return from unpaid leave of absence, Associations must submit this form.