MEMBERS

Which tax forms do you need to fill out and send with your application? 

The chart below will help you determine which tax forms must accompany your Tier One/Tier Two retirement application.
  
If you have selected….  …You will need to complete the forms marked with an “X” in the column directly across from the option you selected:  If rolling lump-sum

Option you chose

Payment Type

Form 1

W-4P

Form 2

Lump-Sum Distribution
Withholding Election
 

Form 3

Direct Transfer Rollover Acceptance

 

 
Option 1
Option 2
Option 2A
Option 3
Option 3A
15-Year Certain
Refund Annuity
 
 Monthly benefit

 

X

Lump Sum 1
Lump Sum 2
Lump Sum 2A
Lump Sum 3
Lump Sum 3A
​Monthly benefit

X

 

​Lump-sum benefit

​X

X

Total Lump-Sum ​Lump-sum benefit

X​​

X