Required forms
W4-P For non-rollover eligible elections (C3/C4).
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 Deposit Set up automatic deposit of your IAP installment payments.
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.
Important information
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