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Benefit Forms and Plan Documents

Retirement Plan Forms

Browse and download your choice of document(s) or form(s) to process retirement and insurance benefits for SBCTC participating employers and benefit-eligible employees. 

For plan specifics and more information, contact your benefits officer.

State Board Retirement Plan (SBRP) Forms

SBRP Supplemental Benefit Calculation Forms

  • Overview and Steps
  • Packet-Part One includes:
    • Section I — Intent to Retire
    • Section II — Benefit Payment Option and Beneficiary Designation
  • Packet-Part Two includes:
    • Section III — Calculation Worksheet
    • Section IV — Calculation Worksheet Instructions

SBRP Handbooks and Plan Documents

Other Benefit Forms

Get forms to make changes in your benefit plans:

Retirement Options

Find out more about your retirement plan.


Help Downloading Forms 

If you are having issues opening or downloading forms, see below for possible fixes. 

  • Download document readers for Microsoft products and Adobe PDF
  • Trouble downloading PDFs in Chrome browser? Try the following steps:
    • While logged into Chrome, copy and paste the following into your browser address bar: chrome://settings/content
    • Scroll to the bottom of Content settings
    • Select PDF documents
    • Slide the toggle to the right. 

Contact Pam Kelly, Human Resource Consultant, for additional help.

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Last Modified: 4/4/19 1:58 PM

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