Return your completed Sworn Statement and Beneficiary Designation Form to your HR Officer by the Plan Election Due Date indicated on the statement.

If you elect Plan D after the deadline, you will have to initiate either an Open Window or Prospective Transfer from Plan E to Plan D.

TIP: The sooner you make your decision and complete and return the form to your Human Resources Professional, the better. As a business practice, members are automatically assigned into Plan E on the first day of the month following their date of hire. Therefore, if you elect Plan D, and take the full 60 days to make your decision, your enrollment in Plan D will be retroactive. As a result, you will be billed for the uncollected retirement contributions calculated from your membership date.

Contact your Human Resources Professional to obtain a Sworn Statement form. The form is included within the New Member Guide.