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City of Tacoma Employees Retirement System (TERM)Office: (253) 5028200 Fax: (253) 50286603628 S. 35th St., Tacoma, WA 98409 P.O. Box 11007, Tacoma, WA 984110007Address and Name Change Please note:
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The contents of the retirement forms typically include personal information, retirement account details, beneficiary designations, and instructions for distribution.
Individuals who are approaching retirement age and planning to withdraw funds from their retirement accounts are required to file the retirement forms.
To fill out the retirement forms, gather your personal identification, retirement account statements, and follow the instructions provided on the form to complete each section accurately.
The purpose of the retirement forms is to document the intent to withdraw funds, establish beneficiaries, and comply with tax regulations regarding retirement account distributions.
Information that must be reported includes personal details like name and address, account numbers, retirement plan type, and the amount to be withdrawn.
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