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Forms and Instructions
Forms and Instructions
Treasury has streamlined retirement system reporting beginning in fiscal year 2019 by merging the Retirement System Annual Report (Form 5572) with the summary pension report, which was required under Public Act 530 of 2016 (PA 530). This eliminates the PA 530 report that was previously required. Fundamental data for summary retiree health care reporting is now also requested in the Form 5572 as required by Public Act 202 of 2017.
Current forms located below:
Retirement System Annual Report - Form 5572:
- Retirement System Annual Report Template
- Retirement System Annual Report Instructions
- Retirement System Annual Report Instructions with Pictures
Waiver Applications:
- Waiver-Defined Benefit Pension Retirement Systems: Form 5583
- Waiver-Retirement Health Benefit Systems: Form 5584
- Waiver Application Criteria
Corrective Action Plan Applications:
- Corrective Action Plan-Retirement Health Care Systems: Form 5597
- Corrective Action Plan-Defined Benefit Pension Retirement Systems: Form 5598
Corrective Action Plan Monitoring
- Corrective Action Plan Monitoring Application for Certification of Compliance: Form 5720
- Corrective Action Plan Monitoring Sustainability Calculation Worksheet | Instructions