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  1. As you begin to plan for retirement, be sure to make good use of tax-advantaged savings like the Texa$aver program. With the Texa$aver voluntary retirement savings program, you can increase your personal retirement savings to bridge the financial gap between your pension and Social Security.

  2. www.ers.texas.gov › Retirees › FormsForms | ERS

    Forms for Retirees. Automatic Withdrawal Cancellation of Insurance Premiums (pdf) Choose to Quit Certification Form (pdf) Dependent Child Certification (pdf) Disability Retirement Packet (pdf) Medicare and Your State Health Insurance (pdf) Notice of Creditable Coverage (pdf) Request or Renew Health Coverage for a Disabled Dependent Child (pdf)

  3. You can download and print a Distribution/Direct Rollover Request form. Texa$aver program account withdrawals may be subject to ordinary income tax. A 10% early withdrawal penalty may apply to withdrawals made prior to age 59½.

  4. Download and print plan forms here to make changes to your account. Securities, when offered, are offered through GWFS Equities, Inc., a wholly owned subsidiary of Great-West Life & Annuity Insurance Company.

  5. The Texas$aver 457 Plan is a voluntary retirement plan administered by Employees Retirement System of Texas (457) that allows state and higher education employees to contribute a portion of their salary toward retirement savings and pay taxes later on the contributions and earnings.

  6. Important information about your Texa$aver program. E-delivery is here! The Texa$aver SM 401 (k) / 457 Program has made the switch to e-delivery for both the 401 (k) and 457 plans. What this means for you: Your statements and confirmation documents are defaulted to electronic delivery.

  7. Example 1: Multiple Individuals as Beneficiaries. Example 2: Trust as Beneficiary. Example 3: Estate as Beneficiary. Example 4: Charity as Beneficiary.

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