Access all of the forms you’ll need

The bulk of what you will need to manage and update your WorkLife 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. You can also give us a call at 1-833-811-7438, Monday – Friday, 9 a.m. – 6 p.m. ET.

Consolidated Auto-enrollment/Opt-Out Form

Consolidated Auto-enrollment/Opt-Out Form (en español)

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

Add a Beneficiary

Add a Beneficiary (en español)

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

Add Additional Beneficiaries

Use this form to change or add primary beneficiaries and/or secondary beneficiaries that will not fit on your Add a Beneficiary Form.

Account Maintenance

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

Withdrawal Request Form

Use this form to request a withdrawal from your WorkLife Account.

Excess Removal Worksheet

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.