Individual Account Retirement – Forms & Notices All PDF files on this website require the most current version of Adobe Reader to view. If you do not have the most current version of Adobe Reader, you can get it by clicking the icon below. COVID-19 May 2020 – Important Bulletin Regarding Member Benefits Applications Individual Account Benefit Application Individual Account Hardship Application Individual Account Beneficiary Application Individual Account Alternate Payee Application General Forms Beneficiary Designation Change of Address General Notices 2021 Summary Annual Report 2020 Summary Annual Report 2019 Summary Annual Report 2018 My Money Connector 2018 Financial Wellness Assessment 2018 Summary Annual Report 2017 Summary Annual Report 2016 Summary Annual Report 2015 Summary Annual Report Tax Forms Rollover Notice IRS Form W-4P State of California Form DE-4P