Active Employees
Participation in a retirement plan is mandatory for all full-time employees and optional for part-time employees.
- Beneficiary Retirement Designation / Change Form
- ERS Estimate Request Form
- ERS Retirement - Forms
- ERS Pre-Retirement Checklist
- Group GK - Claim for Free Military Service
- ERS Disability Retirement - Application Packet
- ERS Part-time Employee Retirement System Retirement Election Form
- ERS Distribution Packet
- ERS Purchase Prior Service Application
- ERS Transfer of Service Application
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Log on to the ePortal with your County username and password at https://eportal.montgomerycountymd.gov/.
Forgotten your password? Reset it at www.montgomerycountymd.gov/mcg/password. -
Choose the PeopleSoft / Pension Administration option.
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Click on PeopleSoft Pension Estimator. Click on first circle to enter the first of the month in which you plan to retire as your retirement date.
Deferred Retirement Option Plan (DROP) - For Members of Group G (Fire)
- DROP Summary of Benefits for Group G
- DROP Entry - Instructions for Group G
- DROP Exit - Distribution & Forms Packet for Group G
Discontinued Retirement Service Program (DRSP) - For Members of Group F (Police)
- Investment Options
- DRSP Summary of Benefits
- DRSP Entry - Instructions
- DRSP Exit - Distribution & Forms Packet
Deferred Retirement Option Plan (DROP) - For Members of Group E (Sworn Deputy Sheriff & Uniformed Correctional Officers)
- GRIP Pre-Retirement Checklist
- GRIP Annuity Estimate Request Form
- GRIP Beneficiary Designation
- Disability Benefits - Application Packet
- GRIP Annuity Application
- GRIP Distribution Package
- GRIP Full-time Election Form (non-represented) - hired on/after 07/01/2015
- GRIP Full-time Election Form (participating agencies) - hired on/after 07/01/2015
- GRIP Part-time Employee Retirement Plan Election Form
- RSP Pre-Retirement Checklist
- RSP Annuity Estimate Request Form
- RSP Beneficiary Designation
- RSP 401(a) Rollover Form
- Disability Benefits - Application Packet
- RSP Annuity Application
- RSP Distribution Packet
- RSP Full-time Election Form (represented by MCGEO) hired after 07/01/2015
- RSP Part-time Employee Retirement Plan Election Form
To estimate your RSP retirement benefit, log on to Fidelity’s website, and click on Plan for Retirement.
- DCP Beneficiary Designation
- DCP (457) Enrollment Form
- DCP (457) Lump Sum Leave Payout Form
- DCP (457) Unforeseen Emergency Withdrawal Form
- DCP (457) 3-Year Catch-up Provision Agreement Form
To complete a 3-Year Catch Up Form, contact the Fidelity Onsite Representative at 240-777-8228 or Fidelityonsite@montgomerycountymd.gov.
To estimate your DCP retirement benefit, log on to Fidelity’s website, and click on Plan for Retirement.