ERFC Benefits-Related Information for Members

Pre-Retirement Information Sessions, Seminars, Forms, Publications and Resources

Retiree Forms

  • ERFC3

    Form ERFC3 Direct Deposit Authorization

  • ERFC4

    Form ERFC4 Credit Union Deduction

  • ERFC9

    Form ERFC9 Federal and State Income Tax Withholding Form

  • ERFC15

    Form ERFC15 Request for Termination of Monthly Benefit

  • ERFC29B

    Form ERFC29B Name / Address Change Form for Retirees & Beneficiaries

  • ERFC31

    Form ERFC31 Authorization to Discuss Member Information

  • ERFC37

    Form ERFC37 Request for Mailed Delivery of Printed Pay Statements

Member Forms

  • ERFC1

    Form ERFC1 Beneficiary Designation

  • ERFC1A

    Form ERFC1A Beneficiary Designation - Continuation

  • ERFC5

    Form ERFC5 Request for Cost Estimate to Purchase Service Credit

  • ERFC7A

    Form ERFC7A Request for Estimates of Retirement Benefits for ERFC and/or VRS Members

  • ERFC7B

    Form ERFC7B Request for Estimates of Retirement Benefits for ERFC-2001 and/or VRS Members

  • ERFC8

    Form ERFC8 Employment Verification

  • ERFC18

    Form ERFC18 Authorization to Transfer Tax-Sheltered Funds

  • ERFC25A

    Benefit Payment Options - Legacy Plan

  • ERFC25B

    Benefit Payment Options - 2001 Plan

  • ERFC29A

    Form ERFC29A Name / Address Change Form for Inactive Members

  • ERFC31

    Form ERFC31 Authorization to Discuss Member Information

  • ERFC38

    Form ERFC38 ERFC Durable Power of Attorney

  • ERFC41

    Form ERFC41 Retirement Checklist for members

Plan Documents, Strategic Plan and Statement of Investment Policy

  • ERFC Plan Document

    This document applies only to persons who entered Eligible Employment before July 1, 2001

  • ERFC 2001 Plan Document

    This document applies only to persons who entered Eligible Employment after June 30, 2001

  • ERFC Regulations

    Pursuant to their authority under §§1.01(b) and 15.03 of the ERFC Plan Document and §§1.01(b) and10.03 of the ERFC 2001 Plan Document, the Trustees have adopted the following regulations to interpret and administer §§1.01 and 7.04 of the ERFC 2001 Plan Document pertaining to the calculation of Accumulated Contributions and the re-deposit of withdrawn contributions.

  • 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.

  • ERFC Regulations – Domestic Relations Orders

    Pursuant to the authority conferred upon them by §§15.03 and 16.04 of the ERFC Plan Document and §§10.03 and 11.04 of the ERFC 2001 Plan Document the Trustees hereby adopt the following regulations in connection with the payment or assignment of System benefits pursuant to a court-ordered equitable distribution of marital property.

  • ERFC Strategic Plan

    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.

  • ERFC Statement of Investment Policy

    The purpose of this document is to define the investment policy for the Educational Employees' Supplementary Retirement System of Fairfax County (ERFC). It will identify a set of investment objectives, guidelines and performance standards for the assets of the Fund.

  • ERFC Actuarial Valuation

    ERFC Actuarial Valuation as of December 31, 2018

  • ERFC Actuarial Experience Study

    ERFC Actuarial Experience Study 2010-2014

  • ERFC GASB 67/68 Report

    ERFC GASB 67/68 Report as of June 30, 2017

ERFC Publications