1-888-457-5770
www.troweprice.com


1-800-942-7475
Retirement Planning
www.valic.com/suffolk

Forms
Title Description
Catch up Cover Letter and Application 2015  The Catch up form must be filled out to take advantage of the catch-up provision in the plan. Includes information and some instructions on filling out the Catch up form.
Accrual Check Deferral Form & Cover Letter  Use this form if you wish to designate funds from your (final) SCAT check
Beneficiary Form (T.Rowe Price)  This form is used to designate a beneficiary (T.Rowe Participants)
T. Rowe Price Retired Public Safety Officer Qualified Health Insurance Premium Payment Authorization Form Retired public safety officers are to use this form to withdraw up to $3000 annually to pay for qualified Health Insurance Premiums or Long Term Care Premiums. Please read Board’s cover letter before submitting your form.
Valic Retired Public Safety Officer Qualified Health Insurance Premium Payment Authorization Form Retired public safety officers are to use this form to withdraw up to $3000 annually to pay for qualified Health Insurance Premiums or Long Term Care Premiums. Please read Board’s cover letter before submitting your form.
 UFE Cover Letter and Fillable Form 2014 ufe fillable.pdf  U.F.E. application - * Important *- Call your union representative before using this form.
Valic - Administrative Change Form Used to update personal information including Change of Address - for VALIC investors.
VALIC Retirement’s Investment Transfer form Please use the Valic Retirement Investment Transfer form if you want to move all or part of your money from T Rowe Price to Valic Retirement. PLEASE NOTE: YOU MUST ENROLL WITH VALIC RETIREMENT BEFORE YOU TRANSFER ANY MONEY FROM T ROWE PRICE TO VALIC
Valic Beneficiary Form This form is used to designate a beneficiary (Valic Participants)
Valic - Purchase Service Credits Form Use this form to Purchase Service Credit using funds from your VALIC Account. You must be eligible to purchase service credit.
Amendment to Catch up 2015  Amendment to Catch Up
T. Rowe Price’s Investment Transfer form Please use the T Rowe Price Investment Transfer form if you want to move all or part of your money from Valic Retirement to T Rowe Price. PLEASE NOTE: YOU MUST ENROLL WITH T.ROWE PRICE BEFORE YOU TRANSFER ANY MONEY FROM VALIC RETIREMENT TO T ROWE PRICE.
Purchase of Service Credits Form (TRowe Price) Use this form to Purchase Service Credit using funds from your TRowe Price Account. You must be eligible to purchase service credit
Participant Maintenance Form Used to update personal information including Change of Address - for TRowe Price investors.