Forms & Documents (SOI)

This form is to be used for a one-time deduction due to annual June vacation buyout eligibility.

Learn about the SOI Program with RIC (updated March 2025).

Apply for an in-service distribution due to a financial hardship. (Updated: 1/25)

Basic information and Roth IRA 457/403b Plans comparison.

Move assets from one RIC provider to another RIC provider. No penalties, fees or restrictions. (Updated 9/24)

Read the 457 employee contribution plan and 401(a) plan summaries for RIC.

Distribution options differ based on your employment status and 457/401a plan rules. Learn about options and distribution types.

This form is to be used for the following payroll deduction request exceptions that cannot be made in Workday.

Change beneficiary for inactive provider accounts. For active provider accounts, contact your provider directly.

Fund management fees of all RIC variable rate funds.

Sample questions to prepare meeting a provider and exploring their options.

Request an eligible distribution while employed or withdrawal from an inactive provider account.