PERS - Members OPSRP Pension Program Retirement Forms and Information

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PERS - Members

OPSRP Pension Program Retirement Forms and Information

Eligibility to retire

You should also read about retiring from the IAP. IAP Retirement forms can be found here. OPSRP A-Z Quick Answers for Members Not eligible to retire but I want to withdraw my IAP account. PERS provides online forms and publications in PDF format. Please ensure you have the most recent version of Adobe Reader© to open these documents. Click here to download Adobe Reader©.

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

Service Retirement Application	Required	Application for OPSRP Pension Program retirement
Federal Tax Information & Acknowledgement Form	Required*	Required Reading. *Sign and submit Acknowledgement form unless you waive your right to 30 day review period on your Retirement Application
OPSRP Lump-Sum Distribution Withholding Election	Optional	Required for Lump-Sum Distributions.
W-4P 2008	Required	Federal Tax Witholding Form
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
Certification Consent for Retirement Benefits	Required*	*Required for married members choosing any option other than Option 3
Certification of Single Status for Retirement Benefits	Required*	* Required for all single members
Estimate Request	Optional	Request estimate
Additional Estimate Request Fee Agreement	Optional	Fee agreement for requesting more than two estimates a year.
Verification of Age	Documentation Required	List of acceptable documents for Verification of Age, which is required before payment of benefits
Rollover Eligible Distribution	Optional	Form to rollover benefit
Direct Deposit Form	Optional	Set up or change automatic deposits of your benefit
Special Power of Attorney	Optional	Power of Attorney form to appoint others to request, change information or make decisions

Page updated: March 18, 2008

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