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Individual Account Program (IAP) Retirement Forms
Your IAP account is separate from your Tier One, Tier Two, or OPSRP Pension Program benefit.  
 
Click here to go to Tier One/Tier Two Retirement. 
 
Click here to go to OPSRP Retirement.
 
For information on rolling your IAP account at retirement to OSGP,  click here.
 
Should I retire from the IAP?
 
Answers to your questions about retiring from the Individual Account Program (IAP).
 

Macintosh (Apple) users click here for important information.
 
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®.
 
IAP Retirement Application, Instructions, and Important Information  Required Application for retirement from the IAP
W4-P 2009   Required Form to withhold income tax from retirement distribution.
W-8BEN Required Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-9 Required Request for Taxpayer Identification Number and Certification
Federal Tax Information Disclosure & Acknowledgement Form  Required  
Verification of Age Documentation
Required		 List of acceptable documents for verification of age, which is required before payment of distribution.
Direct Transfer Rollover Acceptance  Optional Roll over your distribution to a qualified account.
Direct Deposit Form  Optional Set up automatic deposit of your IAP installment payments.
Retirement Designation of Beneficiary Packet  Optional Designate your beneficiary.
IAP: Beneficiary Non-Spouse Rollover Eligible Distribution Optional  
Special Power of Attorney Optional Power of attorney form to appoint others to request, change information, or make decisions.
 

You can fill out these forms online, or print them out and complete using dark ink.
 
We highly recommend you read the instructions completely before filling out your application. If you intend to print the form and complete it in ink, you should also print out the instructions so you can refer to them as you complete the application.

Filling Out the Forms Electronically
Use your TAB key to go from one line or box to the next. For example, press the TAB key after typing your Social Security number and the cursor will automatically go to the line for your name.
 
Depending on the choices you make, you may not need to fill out every section. (Read the instructions to make sure you are filling out the correct sections.)
 
When you reach a section that you do not need to fill out based on your choices, press the TAB key until you reach the next section you need to complete.
 
You will see that the name of each section appears in blue. If you click on the blue text, the instructions associated with that section will appear on your screen.
 
You cannot save information entered in this form unless you have the full version of Adobe Acrobat® software. All information will be deleted when you close this form, so make sure you print a copy of your application for your records.
 
Page updated: January 14, 2009

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