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How Do I? for Retirees Forms (Retirees)

Don’t Double Up

If you fax a form, do not mail a separate copy. We only need one copy of each form, either faxed or mailed.
  1. Check my account information?
  2. Change my name?
  3. Change my address?
  4. Change my direct deposit account?
  5. Change my beneficiary?
  6. Change my withholding information?
  7. Report a death?
  8. Set up insurance payee under HELPS?
  9. Claim HELPS tax deduction?