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

PERS Information

PERS Q&A

PERS Tier 1/ Tier 2 Guide
PERS Tier 1/Tier 2 W-4P
PERS Tier 1/Tier 2 Retirement Application

PERS OPSRP Guide
PERS OPSRP W-4P
PERS OPSRP Retirement Application

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

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

Social Security Benefits
Social Security Retirement Checklist
Social Security Online Service Information