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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   
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