Forms

Retirement Savings Plans

Penalty-Free Withdrawals for Birth and Adoption

Qualified Birth or Adoption Distribution Request

401(k) / 457(b)

Request for Rollover or Transfer to URS

Direct Rollover or Transfer From URS Savings Plans

Request for Direct Rollover Between URS Savings Plans

401(k) Withdrawal Request

457(b) Withdrawal Request

401(k) Hardship Withdrawal Request

457(b) Unforeseeable Emergency Withdrawal Request

Special Tax Notice Regarding Plan Payments

Form W-4R - For Federal Tax Withholding

Request for State of Utah Income Tax Withholding for URS Savings Plans

Federal and State of Utah Income Tax Withholding Packet

Savings Plans Direct Deposit for One-Time Payments

Loan Offset Request

Qualified Domestic Abuse Distribution Request

Roth & Traditional IRA

Rollover/Transfer to URS Savings Plans

Rollover/Transfer from URS Savings Plans

IRA Deposit Authorization Form

Roth IRA Withdrawal Request

Traditional IRA Withdrawal Request

Form W-4R - For Federal Tax Withholding

Request for State of Utah Income Tax Withholding for URS Savings Plans

Federal and State of Utah Income Tax Withholding Packet

Savings Plans Direct Deposit for One-Time Payments

URS IRA Recharacterization

IRA Charitable Distribution Form

URS Roth and Traditional IRA Disclosure Statement

Qualified Domestic Abuse Distribution Request

If you have a URS beneficiary account or if you are an alternate payee due to divorce, contact us for the necessary forms.


Pension

Post‐Retirement Employment Form

Form W-4P - Federal Tax Withholding for Periodic Pension or Annuity Payments

Form W-4R - Federal Tax Withholding for Nonperiodic Payments and Eligible Rollover Distributions

State of Utah Tax Withholding for URS Retirement Benefits

Direct Deposit Authorization: Change your direct deposit authorization at myURS

Property Locator