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INDIVIDUAL ACCOUNT PROGRAM (IAP) RETIREMENT FORMS
Your IAP account is separate from your Tier One, Tier Two, or OPSRP Pension Program benefit.  
 
Click here to go to Tier One/Tier Two Retirement 
 
Click here to go to OPSRP Retirement
 
For information on rolling your IAP account at retirement to OSGP click here.
 
Should I retire from the IAP?
 
Answers to your questions about retiring from the Individual Account Program (IAP) 
 

All documents below are PDF format.
 
IAP Retirement Application, Instructions, and, Important Information Required Application for retirement from the IAP
W4-P 2008   Required Form to withhold income tax from retirement distribution.
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 Disclosure & Acknowledgement Form Required*
IAP: 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 distribution.
Lump-Sum Distribution Withholding Election Optional Lump Sum Withdrawal Withholdings
Direct Transfer Rollover Acceptance Optional Rollover your distribution to a qualified account.
Direct Deposit Form Optional Set up Automatic Deposit of your IAP installment payments.
Retirement Designation of Beneficiary Packet Optional Designate your beneficiary
IAP: Beneficiary Non-Spouse Rollover Eligible Distribution Optional
Special Power of Attorney Optional Power of Attorney form to appoint others to request, change information or make decisions
 
MACINTOSH (APPLE) USERS CLICK HERE FOR IMPORTANT INFORMATION
 

You can either fill this form out online or print it out to fill out using dark ink.
 
We highly recommend you read the instructions completely before filling out your application. If you intend to print the form out to fill it out in ink, you should also print out the instructions so you can refer to them as you complete your applications.
 

Filling out the forms
How to fill out the application electronically
Use your Tab key to go from one line or box to the next. For example, after entering your Social Security number, hit Tab, and the cursor will automatically go to the line for your name.
 
Depending on the choices you make, you may not need to fill out every section. (Read the instructions to make sure you are filling out the correct sections.)
 
When you reach a section that you do not need to fill out based on your choices, hit the Tab key until you reach the next section you need to complete.
 
You will see that the name of each section appears in blue. If you click on the blue text, the instructions associated with that section will appear on your screen.
 
You cannot save information entered in this form unless you have Adobe Approval or the full version of Adobe Acrobat software. All information will be deleted when you close this form, so make sure you print out a copy of your application for your records.
 
Page updated: September 15, 2008

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