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IAP Retirement Forms and Information
IAP Account Access 
 
As of January 1, 2011, you must retire from Tier One, Tier Two, or the OPSRP Pension Program AND the Individual Account Program (IAP) at the same time.
If you have already retired from Tier One/Tier Two or OPSRP Pension Program, you only have to complete section B (IAP portion) of the Tier One/Tier Two or OPSRP Pension Program application.
Account withdrawal (If you are not eligible to retire and not working for a PERS-covered employer.)
 
IAP information sheet 
 
Want to roll over your IAP account to OSGP at retirement? 
 
If you have a question or need to look up a specific IAP subject, please visit A-Z: OPSRP Quick Answers.
 
Macintosh (Apple) users click here for important information.
 
Required forms
W4-P 2012   For non-rollover eligible elections (C3/C4).
Tax Withholding form for IAP Rollover-Eligible Distribution  For rollover eligible elections (C1/C2).
Federal Tax Information & Acknowledgement   
Verification of Age List of acceptable documents for verification of age, which is required before payment of distribution.
These forms may be required
W-8BEN Form to withhold income tax or claim treaty rights for non-resident, non-U.S. citizen persons.
W-9 Required for any person with a foreign address.
Optional forms
Direct Transfer Rollover Acceptance  Roll over your distribution to a qualified account.
Direct Deposit  Set up automatic deposit of your IAP installment payments.
Retirement Designation of Beneficiary Packet  Designate your beneficiary.
IAP: Beneficiary Non-Spouse Rollover Eligible Distribution  
IAP Dispute of Notice of Distribution  Allows you to dispute the accuracy of the information used to compute your IAP distribution.
IAP Rollover Eligible Distribution   
 
PERS provides all online publications in .pdf format. To view them, you must have the most recent version of Adobe Reader®. Click here to download Adobe Reader®.

Page updated: January 11, 2012