PERS - Members Tier One/Tier Two Retirement Forms and Information

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PERS - Members

Department

Tier One/Tier Two Retirement Forms and Information

Eligibility to Retire

Pre-Retirement Checklist (Steps to take in the retirement process.)

Benefit estimate request form (Click here for important information if you are a school or academic employee.)

Group counseling sessions

Pre-Retirement Guide provides instructions and help to complete your Service Retirement Application. Additionally, it will guide you step by step through the retirement process.

You should also read about retiring from the IAP. IAP retirement forms can be found here.

Not eligible to retire but I want to withdraw my account(s).

PERS provides all online forms and publications in .pdf format. To view them, you must have the most recent version of Adobe Reader^®. Click here to download Adobe Reader^®.

Macintosh (Apple) users click here for important information.

Service Retirement Application	Required	Retirement application
Tax Forms Packet	Required	Tax forms needed with retirement application.
W4-P 2009	Required	Form to withhold income tax from retirement benefit.
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 and Acknowledgement Form	Required
PERS Lump-Sum Distribution Withholding Election	Optional	Form to elect lump-sum withdrawal withholdings.
Variable Election: Retiring member	Required*	*Required only if you have a variable account balance at retirement.
PERS: Rollover Eligible Distribution	Required*	*Required only if you elect a lump-sum payment option and you wish to rollover the benefit.
Verification of Age	Documentation Required	List of acceptable documents for verification of age, which is required before payment of benefits.
Direct Deposit Form	Optional	Set up or change automatic deposits of your benefit.
Direct Transfer Rollover Acceptance	Optional	Roll over benefit to qualified employer or compensation plan.
Estimate Request	Optional	Request estimate. (Click here for important information if you are a school or academic employee.)
Additional Estimate Request Fee Agreement	Optional	Fee agreement for requesting more than two estimates a year
Special Power of Attorney	Optional	Power of attorney form to appoint others to request, change information, or make decisions.
Beneficiary Non-Spouse Rollover-Eligible Distribution	Optional

911 operators can retire after 25 years of service. To ensure you meet this requirement, complete this form, and submit it to PERS.

If you are a police officer, firefighter, educator, or judge member, you may need to complete the forms listed below.
Police & Firefighters	Education Members	Judge Members
P & F Unit Packet In addition to your service retirement application and supplemental forms, you must complete and return each of the forms within the P & F packet above. P & F Unit Purchase Election at Retirement Certification of Out-of-State Police Service Link to P & F Unit Q and A	Certification of Out-of-State Teaching Service	Judge Members Retirement Application Judges Member Variable Form

Member Info Help Files
A-Z: Tier One/Tier Two Member Info

Page updated: November 16, 2009

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