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Access all the forms you'll need

The bulk of what you will need to manage and update your RetireReady NJ account can be done online, simply by signing in to your account. But, if you prefer to do things offline, we have all the forms you'll need below as downloadable PDFs.

This form combines notice of RetireReady NJ auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.

Consolidated auto-enrollment/opt-out form

Consolidated auto-enrollment/opt-out form (en español)

Use this form to change or add primary beneficiaries and secondary beneficiaries.

Add a beneficiary form

Add a Beneficiary (en español) form

Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.

Account maintenance form

Use this form to request a withdrawal from your RetireReady NJ account.

Withdrawal request form

Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.

Excess removal worksheet

Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.

Recharacterization form

Last Updated: Thursday, 05/16/24