Forms

Forms are listed by group below. For your convenience, you can download forms online. Most forms are in PDF format. To use the fillable forms, you must use a PDF reader such as Adobe Reader. Click here to download your free version of Adobe Reader®

Active Members

• Application for Retirement
• Address Change * If you are working for SPPS please notify the District of address changes using the  Employee Self Service tool. 
• Beneficiary Form

Retired Members

Tax Withholding Forms: Please contact a tax professional for withholding advice.
You are responsible for your own tax liability.

• • Federal W-4P
  • Minnesota W-4MNP

• To change your Bank Account on record with SPTRFA please call, 651-642-2550.
• Address Change
• Beneficiary Form
• Name Change Notification
• Power of Attorney Form  (The MN Legislature publishes this sample form. For more information, visit the website: www.ag.state.mn.us read Minn. Stat., Ch. 523 and “Probate and Planning, A Guide to Planning for the Future“)
• Revocation of Power of Attorney Form

General Account Requests

• Refund Application
• Safe Harbor: Explanation for Plans Qualified Under Section 401 A