ERFC Retirement Forms, Publications, and Resources
Everything you need to manage your ERFC account
Retiree Forms
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ERFC3
Form ERFC3 Direct Deposit Authorization
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ERFC4
Form ERFC4 Credit Union Deduction
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ERFC9
Form ERFC9 Federal and State Income Tax Withholding Form
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ERFC15
Form ERFC15 Request for Termination of Monthly Benefit
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ERFC29B
Form ERFC29B Name / Address Change Form for Retirees & Beneficiaries
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ERFC31
Form ERFC31 Authorization to Discuss Member Information
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ERFC37
Form ERFC37 Request for Mailed Delivery of Printed Pay Statements
Member Forms
- ERFC-1 Form Beneficiary Designation
- ERFC 1B Form Beneficiary Designation - Continuation
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ERFC5
Form ERFC5 Request for Cost Estimate to Purchase Service Credit
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ERFC8
Form ERFC8 Employment Verification
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ERFC18
Form ERFC18 Authorization to Transfer Tax-Sheltered Funds
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ERFC25A
Benefit Payment Options - Legacy Plan
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ERFC25B
Benefit Payment Options - 2001 Plan
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ERFC29A
Form ERFC29A Name / Address Change Form for Inactive Members
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ERFC31
Form ERFC31 Authorization to Discuss Member Information
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ERFC38
Form ERFC38 ERFC Durable Power of Attorney
Plan Documents, Strategic Plan, and Statement of Investment Policy
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ERFC Plan Document
Plan document for members hired before July 1, 2001
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ERFC 2001 Plan Document
Plan document for members hired on or after July 1, 2001
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ERFC Regulations
Regulations applying to ERFC Retirement Plan
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ERFC Benefit Restoration Plan
The purpose of the Plan is to restore, through a non-qualified arrangement, the benefits lost by application of the limitation on annual benefits under Section 415(b) of the Code as applicable to governmental plans.
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ERFC – Domestic Relations Orders Guidelines and Model
A Domestic Relations Order (DRO) is a court-ordered equitable distribution of marital property that provides for a portion of a member’s retirement benefits to be paid to a former spouse. The ERFC’s Guidelines for the Development of Domestic Relations Order provide information on preparing a DRO and include a model DRO. View ERFC’s DRO Guidelines and model DRO here, or request a copy by contacting [email protected]
- ERFC Domestic Relations Orders (DRO) Regulations
- ERFC Strategic Plan 2022-2024
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ERFC Strategic Plan 2018-2021
Manage the supplemental defined benefit retirement program in a manner that reflects best practices, pursues the intent of the Plan document, and complements the Virginia Retirement System and Social Security.
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ERFC Investment Policy Statement
The educational employees' supplementary retirement system of Fairfax county statement of investment policy
- ERFC Actuarial Valuation 2020
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ERFC Actuarial Experience Study
ERFC Actuarial Experience Study 2010-2014
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ERFC GASB 67/68 Report
ERFC GASB 67/68 Report as of June 30, 2017
ERFC Publications
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ERFC Legacy Plan Handbook
The Plan Handbook for Members Hired before July 1, 2001
- ERFC 2001 Plan Handbook
- 2020 GBSI - FEA
- ERFC Legacy Plan Brochure
- ERFC 2001 Tier 1 Plan Brochure
- ERFC 2001 Tier 2 Plan Brochure
- ERFC Annual Comprehensive Financial Report 2021
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ERFC PAFR 2021
Popular Annual Financial Report (PAFR) FY 2021
ERFC Resources and Research
External Links to Retirement Research:
- National Institute on Retirement Security
- National Council on Teacher Retirement
- National Conference on Public Employee Retirement Systems
- Consumer Action Handbook
