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).
Tax Withholding form for IAP Rollover-Eligible Distribution   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

Direct Transfer Rollover Acceptance Roll over your distribution to a qualified account.
Direct Deposit  Set up automatic deposit of your IAP installment payments.
IAP Dispute of Notice of Distribution  Allows you to dispute the accuracy of the information used to compute your IAP distribution.

Important information

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