Retiree Forms

Overview

Forms

Did you know you can update your contact information and tax withholding online. Now you can on our new secure website mySRPS. Click here for more information about mySRPS.

We offer some Downloads as Adobe Acrobat (PDF) or Microsoft Word (doc) files. If you need a PDF reader, you can download Adobe Reader. If you don’t have Word, you can download Microsoft’s Word Viewer.

Forms are not effective until they are received in our administrative offices in Baltimore.

Printable Forms

Form 77: Change of Address Form for Payees (Retirees and Beneficiaries)

Form 85: Direct Deposit — Electronic Funds Transfer Sign-Up Form

Form 766: Federal and Maryland State Tax Withholding Request

Form 931.1: Earnings Limitation Exemption Eligibility Questionnaire

mySRPS Forms

Form 146: Identification Affidavit for mySRPS

Form 147: mySRPS Freeze Request

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How do I Update my Beneficiary Designation?

The process to change your beneficiary varies depending on the benefit option you chose at retirement. Your option selection is listed on the Notice of Retirement Allowance you received upon retirement. 

Basic Allowance, Option 1 or Option 4

If you selected Basic Allowance, Option 1, or Option 4, simply complete and submit to the Maryland State Retirement Agency the appropriate Designation of Beneficiary form for your plan.

  • Employees, Teachers, Correctional Officers, LEOPS, and State Police : Form 4
  • Judges: Form 4.1
  • Legislators: Form 55

If you are receiving a Basic allowance, or an allowance under Option 1 or 4, naming a new beneficiary will not affect your monthly payment amount. Forms must be received by the Retirement Agency to be valid.

Options 2, 3, 5 or 6

If you selected Option 2, 3, 5 or 6 (a dual life benefit), naming a new beneficiary will affect your monthly payment amount. Often your monthly payment will be reduced. Before changing your beneficiary, complete and submit a Form 66A: Request for Calculation of Joint Survivorship by a Retiree Considering Changing a Beneficiary . The Retirement Agency will respond by mail with your projected new monthly payment amount. This mailing also will include an Application by a Retiree Under a Joint Survivorship Annuity (Option 2, 3 5 or 6) to Change a Beneficiary (Form 67). If the new payment amount is acceptable to you, complete and submit the Form 67 to complete the beneficiary change. Forms must be received by the Retirement Agency to be valid.