Forms and Documents


Form Description
Retirement application
Pre-1996       Post-1995
 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
Pre-1996        Post-1995

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) Plan

401(k) Beneficiary Designation

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

Simply log on to NetBenefits at 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

FEGLI (SF2823)
Change beneficiary for FEGLI (life insurance) benefit.
Spousal consent
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 ProceduresDomestic Relations Order procedures for filing.
DRO Model & InstructionsDomestic 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 QuestionsDescription, eligibility, how it is calculated

Retiree Forms

Beneficiary designation
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