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IAP Retirement Forms and Information
IAP Account Access  
 
If you have already retired from Tier One/Tier Two or OPSRP Pension Program complete the IAP application only.

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.
 
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Required forms
IAP Retirement Application If you have already retired from Tier One/Tier Two or OPSRP Pension Program complete the IAP Retirement Application.
W4-P 2014   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   
Acknowlegment of Potential Consequences Relating to Working After Retirement
 
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