Online Forms

• SRP-668 Retiree Life Insurance Program – Designation of Beneficiaries (ENG)
• SRP-720 Certificate of Eligibility for Pension (ENG)
• SRP-724 Designation of Beneficiary in case of non-survival of Qualified Spouse (ENG)
• SRP-725 Durable Power of Attorney (ENG)
• SRP-756 Authorization Agreement for Automatic Deposits (ENG)
• SRP-767 Annex – Authorization Agreement for Automatic Deposits (ENG)

US Tax Residents

• Retirement Settlement Process Instructions
• IDB Tax Form 7R – Retiree Confirmation / Update of Tax Data
• IDB Tax Form 7R-EXT – Extension Request Form
• Request for Transcript of Tax Return – IRS Form 4506-T
• Instructions for completing IRS Form 4506-T
• Request to Commence Advances of Tax Reimbursements (1R)
• Request to Recalculate Advances of Tax Reimbursements (2R)
• Information on U.S. Tax Status (SRP-765)

IRS Forms 1099-R and 8938

• • • IRS Form 1099-R – Job Aid
    • Retiree 1099-R Instructions and FATCA Notice
    • 1099-R Frequently Asked Questions
    • Guidance for Completing Form 8938
    • Form 8938 Frequently Asked Questions

Non-US Tax Filers

• Retirement Settlement Process Instructions
• IDB Tax Form 7R-INT Retiree Confirmation (Non-US)/Update of Tax Data
• IDB Tax Form 7R-EXT – Extension Request Form
• Request to Commence Advances of Tax Reimbursements (1R)
• Request to Recalculate Advances of Tax Reimbursements (2R)

Medical/Dental/Vision Claim Form: AETNA

• Aetna International – Claim Form English

Pharmacy Claim Form (In U.S.): Express Scripts

• Prescription Drug Reimbursement – Claim Form
• Home Delivery Order Form

Pharmacy Claim Form (Outside U.S.): AETNA

• Aetna International – Claim Form English

P&A 2020 Medicare Reimbursement Form

• P&A 2020 Medicare Reimbursement Form