Form ERFC3 Direct Deposit Authorization

Form ERFC4 Credit Union Deduction

Form ERFC9 Federal and State Income Tax Withholding Form

Form ERFC15 Request for Termination of Monthly Benefit

Form ERFC29B Name / Address Change Form for Retirees & Beneficiaries

Form ERFC31 Authorization to Discuss Member Information

Form ERFC37 Request for Mailed Delivery of Printed Pay Statements

Form ERFC1 Beneficiary Designation

Form ERFC1A Beneficiary Designation - Continuation

Form ERFC5 Request for Cost Estimate to Purchase Service Credit

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

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

Form ERFC8 Employment Verification

Form ERFC18 Authorization to Transfer Tax-Sheltered Funds

Benefit Payment Options - Legacy Plan

Benefit Payment Options - 2001 Plan

Form ERFC29A Name / Address Change Form for Inactive Members

Form ERFC31 Authorization to Discuss Member Information

Form ERFC38 ERFC Durable Power of Attorney

Form ERFC41 Retirement Checklist for members

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

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

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7.04 of the ERFC 2001 Plan Document pertaining to the calculation of Accumulated Contributions and the re-deposit of withdrawn contributions.

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.

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.

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.

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 as of December 31, 2018

ERFC Actuarial Experience Study 2010-2014

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

Handbook for members hired prior to July 1, 2001

Handbook for members hired on or after July 1, 2001

Brochure with helpful information on steps to take when planning for retirement from the ERFC Legacy Plan

Brochure with helpful information on steps to take when planning for retirement for the ERFC 2001 Plan

Retirement Review for Retirees, Fall 2018

Comprehensive Annual Financial Report (CAFR) FY 2018

ERFC Popular Annual Financial Report (PAFR) FY2018

To establish clear standards and responsibilities for the use of social media tools to conduct official ERFC business in accordance with applicable state laws and codes and ERFC policies and procedures.

This document provides guidelines for the operation of ERFC’s social media presence.