Forms and Documents
|Application for immediate retirement benefits. Note: There are two forms: one for employees hired before 1/1/1996 and one for employees hired on or after 1/1/1996.|
|Cashout or rollover|
|Cashout or rollover (to IRA) of small benefits (see document for requirements).|
|Deferred Retirement application|
Application for deferred retirement benefits.
|Eligible Rollover Notice||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.
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.
TVA Retirement death benefits (RS-2)
|Change beneficiary for death benefit while employed.|
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 firstname.lastname@example.org
|FEGLI (SF2823)||Change beneficiary for FEGLI (life insurance) benefit.|
|Spousal consent if you name someone other than your spouse as primary beneficiary (if hired after 1/1/1990).|
|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.|
|Purchase military time|
|Purchase military service time to use as creditable service in the pension calculation |
(Original Benefit Structure participants only).
|Deposit for military|
|Send in with check to purchase military time (Original Benefit Structure participants only).|
Other Retirement Benefits
|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|
|Change beneficiaries for lump-sum benefits such as Option 1, Full Cash Refund, & Interest Only.|
|FEGLI (SF2823)||Change beneficiary for FEGLI (life insurance) benefit – must be submitted directly to Office of Personnel Management (see form).|
|Address Change or Income Tax Withholding||Change amount withheld for Federal income taxes.|
|Direct deposit ||Change bank account used for direct deposit.|
|Deferred retiree election (RS-5D)||Election form for retirees previously approved for a Deferred benefit.|
|Death notification||Contact TVARS|