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IAP forms

Required forms

IAP Retirement Application If you have already retired from Tier One/Tier Two or OPSRP Pension Program.

W4-P For non-rollover eligible elections (C3/C4).

W-4R IAP Lump Sum Withholding For rollover eligible elections (C1/C2). 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

IAP Preretirement Designation of Beneficiary Packet

Direct Transfer Rollover Acceptance Roll over your distribution to a qualified account.

Direct Deposit Set up automatic deposit of your IAP installment payments.

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

Acknowledgement of Potential Consequences Relating to Working After Retirement

Date of Birth Change Request Notice: Please use this new form to update your date of birth before retirement if it is incorrect.

IAP Voluntary Contribution Election Allows you to set up optional, additional after-tax contributions.

IAP Voluntary Contribution Discontinuation Use this form to end optional voluntary contributions you previously elected.

IAP Target-Date Fund (TDF) — Member Choice Election Allows you to change the TDF in which your IAP account is invested.

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