Forms for Active Clients

Please note: Not all OTRS forms are available via this web site. Some forms require bar codes and other tracking devices, therefore you must request copies of those forms by calling, writing or emailing OTRS.
 

Beneficiary Designation (pdf 44kb)

Name/Address Change (pdf 46kb)

Request for Account Balance with Interest (pdf 55kb)

Withdrawal Packet  (pdf 101kb) View Webinar for Completion Instructions (28 min.)

Verification Of Military Service (pdf 35kb)

Verification of Out Of State Service (pdf 26kb)

Assignment of Death Benefits Form (pdf 92kb)

Qualified Domestic Order (marital rights) (pdf 60kb)