References and Forms
NOTICE: The forms and publications contained in the links below are provided to help familiarize yourself with various subjects and are for your personal use. Please keep in mind that requirements or policies may change and that these documents may be updated by the author at any time. For the most current versions, please visit the author’s website.
Publications
AFT Retiree Program Overview
About AFT Retirement
ROSE Presentations, Handouts, Information Packets
ROSE Retirement Checklist
ROSE Retirement Readiness
ROSE Retirement Tips
ROSE Estimating Finances in Retirement
ROSE Important Contact Info
ROSE Application
OSEA Zone Map with chapter listing
PERS Information
PERS Q&A
PERS Tier 1/ Tier 2 Guide 2021
PERS Tier 1/Tier 2 Retirement Application 2024
PERS OPSRP Guide 2023
PERS OPSRP Retirement Application 2024
Consolidated PERS W-4P 2025
PERS Member Checklists
PERS By The Numbers 2024
PERS Overview for Employers 2025
Estate Planning and Forms
Oregon Estate Planning checklist
Oregon Last Will and Testament template
Oregon Advance Directive template
Oregon Durable Power of Attorney
Social Security and Medicare Information and Forms
Medicare And You 2025
Getting Started with Medicare
Enrolling in Medicare Part A & B
Medicare Part B Application 2024
Social Security Benefits
Social Security Retirement Checklist
Social Security Online Service Information
Social Security Forms and Online Application Services (English & Spanish)