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Forms and Documents

Applications

Form   Description
Retirement application
(RS-IMMRET)
PDF       Word doc
  Application for immediate retirement benefits.
Cashout or rollover
(RS-179)
PDF       Word doc
  Cashout or rollover (to IRA) of small benefits (see document for requirements).
Deferred Retirement application
(RS-DEFRET)
PDF        Word
  Application for deferred retirement benefits.

 

Eligible Rollover Notice
PDF         Word
  Description of rollover rules related to any eligible distribution from TVARS

If eligible, you will also need to submit medical and dental insurance applications. Please see the healthcare benefits webpage for more information.

Beneficiaries

You may need to change beneficiaries after marriage, divorce, death of current beneficiary, birth of a child, or children becoming financially independent. You may also want to contact TVA Employee Benefits at 888-275-8094 about changing your beneficiary for benefits such as Optional Life Insurance and Accidental Death & Dismemberment insurance.

Form Description
TVA Retirement death benefits (RS-2)
PDF       Word doc

Change beneficiary for death benefit while employed.

 

401(k) Plan

401(k) Beneficiary Designation

Fidelity Investments will handle beneficiary designations for the 401(k) Plan.

Simply log on to NetBenefits at www.netbenefits.com/tva and click Your Profile, then Beneficiaries.

All beneficiary designations with Fidelity are for your 401(k) Plan ONLY.

Please complete form RS-2 to change your beneficiaries for the TVA Retirement System death-in-service benefit, if eligible.

For changes to your other TVA beneficiaries, including life insurance, go to the Benefits section of PLUS or contact TVA Employee Benefits. For unpaid compensation (i.e. last regular check, annual leave payment, etc.), use form SF 1152, available on InsideNet and send the completed form to disbursementservices@tva.gov
FEGLI (SF2823)
PDF       
Change beneficiary for FEGLI (life insurance) benefit.
Spousal consent
(RS-200)
Word doc
Spousal consent if you name someone other than your spouse as primary beneficiary (if hired after 1/1/1990).

Divorce

Document Description
Domestic Relations Order (DRO) Descriptions of order and language.
DRO Procedures Domestic Relations Order procedures for filing.
DRO Model & Instructions Domestic Relations Order example and instructions.

Military

Form Description
Purchase military time
(RS-MIL)
PDF       Word doc
Purchase military service time to use as creditable service in the pension calculation
(Original Benefit Structure participants only).
Deposit for military
(RS-205)
PDF       Word doc
Send in with check to purchase military time (Original Benefit Structure participants only).

Other Retirement Benefits

Document Description
TVARS Rules Changes Changes to Cost-of-Living Adjustment, Fixed Fund interest rate, and Supplemental Benefit
Level Income Plan (FAQ) Description, eligibility, basis.
Supplemental Benefit (FAQ) Description, eligibility, how it is calculated.
Disability Retirement (FAQ) Overview of benefits and requirements of the disability retirement benefit.
Death Benefits (FAQ) Overview of benefits available upon the death of an active employee.
COLA Frequently Asked Questions Description, eligibility, how it is calculated

Retiree Forms

Form Description
Beneficiary designation
(RS-2A)
PDF       Word doc
Change beneficiaries for lump-sum benefits such as Option 1, Full Cash Refund, & Interest Only.
FEGLI (SF2823)
PDF       
Change beneficiary for FEGLI (life insurance) benefit – must be submitted directly to Office of Personnel Management (see form).
Income tax withholding
(W-4P)
PDF       
Change amount withheld for Federal income taxes.
Direct deposit (RS-73)
PDF       Word doc
Change bank account used for direct deposit.
Address change
PDF       
Change mailing address.
Name change
PDF       
Change name.
Deferred retiree election (RS-5D)
PDF       Word doc
Election form for retirees previously approved for a Deferred benefit.
Death notification
      
Contact TVARS

 

 

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