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 Information Packets

PERS Information

PERS Q&A

PERS Tier 1/ Tier 2 Pre-Retirement Guide
PERS Tier 1/Tier 2 Retirement Application 2024

PERS OPSRP Pre-Retirement Guide
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

Memorial Planning
You Can’t Ignore Life Insurance
Where to Start with Wills and Powers of Attorneys
AARP Estate Planning Kit Book 1
AARP Estate Planning Kit Book 2

Checklist For What To Do When A Loved One Dies

Social Security and Medicare Information and Forms

Medicare And You 2026
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 and Medicare Cheat Sheet 2026

How To ..

How to Create Your Login.gov Account with Social Security Administration
How to Enroll in Medicare Parts A and B Online
How to Create Your Personalized Medicare.gov Account
How to Create Your PERS Online Member Services (OMS) Account