PERS - Members Tier One/Tier Two Pension Retirement Forms and Information

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PERS - Members

Department

Tier One/Tier Two Pension Retirement Forms and Information

Eligibility to retire

Retirement checklist: steps to take in the retirement process

Benefit estimate request form

Group counseling sessions

Pre-Retirement Guide: provides instructions and help to complete your Service Retirement Application. Additionally, it will guide you step-by-step through the retirement process.

You should also read about retiring from the IAP. IAP retirement forms can be found here.

Tier One/Tier Two A-Z Quick Answers for Members

Not eligible to retire but I want to withdraw my account(s).

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MACINTOSH (APPLE) USERS CLICK HERE FOR IMPORTANT INFORMATION

Service Retirement Application	Required	Retirement Application
W4-P 2008	Required	Form to withhold income tax from retirement benefit
W-8BEN	Required	Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-9	Required	Request for Taxpayer Identification Number and Certification
Federal Tax Information & Acknowledgement Form	Optional	Required Reading. Original part of application. Supplemental available here if needed.
PERS Lump-Sum Distribution Withholding Election	Optional	Lump Sum Withdrawal Withholdings
Variable Election: Retiring member	Required*	*Required only if member has a variable account balance at retirement
PERS: Rollover Eligible Distribution	Required*	*Required only if a lumpsum payment option is elected and you wish to rollover the benefit
Verification of Age	Documentation Required	List of acceptable documents for Verification of Age, which is required before payment of benefits
Direct Deposit Form	Optional	Set up or change automatic deposits of your benefit
Direct Transfer Rollover Acceptance	Optional	Rollover benefit to qualified employer or compensation plan
Estimate Request	Optional	Request estimate
Additional Estimate Request Fee Agreement	Optional	Fee agreement for requesting more than two estimates a year.
Special Power of Attorney	Optional	Power of Attorney form to appoint others to request, change information or make decisions
Beneficiary Non-Spouse Rollover-Eligible Distribution	Optional

911 Operators can retire after 25 years of service. To ensure you meet this requirement complete this form and submit it to PERS.

If you are a police, firefighter, education, or judge member, you may need to complete the forms listed below.
Police & Firefighters	Education Members	Judge Members
P&F Unit Packet In addition to your service retirement application and supplemental forms you must complete and return each of the forms within the P&F packet above. P&F Unit Purchase Election at Retirement Certification of Out-of-State Police Service Link to P&F Unit Q and A	Certification of Out-of-State Teaching Service	Judge Members Retirement Application Judges Member Variable Form

Page updated: September 10, 2008

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