ERFC Retirement Forms, Publications, and Resources
Everything you need to manage your ERFC account
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Retiree Forms
- ERFC3 Direct Deposit Authorization
- ERFC4 Credit Union Deduction
- ERFC15 Request for Termination of Monthly Benefit
- ERFC29B Name/Address Change Form for Retirees and Beneficiaries
- ERFC31 Authorization to Discuss Member Information
- ERFC37 Request for Mailed Delivery of Printed Pay Statements
- ERFC38 ERFC Durable Power of Attorney
- IRS W-4P Federal Tax Withholding Form
- Virginia State Tax Withholding Form
Member Forms
- ERFC-1 Form Beneficiary Designation
- ERFC 1B Form Beneficiary Designation - Continuation
- ERFC5 Request for Cost Estimate to Purchase Service Credit
- ERFC8 Employer Verification
- ERFC18 Authorization to Transfer Tax-Sheltered Funds
- ERFC25A Benefit Payment Options - Legacy Plan
- ERFC25B Benefit Payment Options - 2001 Plan
- ERFC29A Name/Address Change Form for Inactive Members
- ERFC31 Authorization to Discuss Member Information
ERFC Plan Documents and Regulations
- ERFC Plan Document for Legacy members
- ERFC 2001 Plan Document for Tier 1 and Tier 2 members
- ERFC Regulations
- ERFC Benefit Restoration Plan
- ERFC Domestic Relations Orders (DRO) Guidelines and Model
- ERFC Domestic Relations Orders (DRO) Regulations
ERFC Handbooks and Brochures
Legacy Plan - hired before July 1, 2001
Tier 1 Plan - hired on or after July 1, 2001 and before July 1, 2017
Tier 2 Plan - hired on or after July 1, 2017
ERFC Strategic Plans
ERFC Financial Documents
- ERFC Investment Policy Statement
- ERFC Actuarial Valuation 2021
- ERFC Actuarial Experience Study 2010-2014
- ERFC GASB 67/68 Report as of June 30, 2021
ERFC Annual Report
External Links to Retirement Resources and Research
- National Institute on Retirement Security
- National Council on Teacher Retirement
- National Conference on Public Employee Retirement Systems
- Consumer Action Handbook
- Pensionomics 2021 Measuring the Economic Impact of DB Pension Expenditures
- Still a Better Bang for the Buck 3.0
- 401(k)s Substantially More Costly than Pensions
- Generational Views of Retirement in the U.S.
