Retirement Plans Documents

This file is a Nonmember Service Retirement Election Application from CalPERS. It provides necessary information and instructions for retirees in California. Users should carefully fill out all sections to ensure their retirement benefits are calculated correctly.

This booklet provides essential information on your employee annuity under the Railroad Retirement Act. Understand requirements, application processes, and payment details. Read it thoroughly to ensure a smooth application experience.

This guide provides essential instructions for completing the CalPERS Service Retirement Election Application. It will help you through the application process, ensuring you don't miss any important steps. For further assistance, check your myCalPERS account.

This fact sheet provides vital information about rolling over funds from the Thrift Savings Plan to eligible retirement plans. Learn about the eligibility requirements, contribution methods, and distribution rules. Essential for federal employees and service members considering their retirement options.

This file provides essential information for submitting a retired pay application. It includes necessary forms, instructions for completion, and important deadlines. Ensure timely submission to avoid delays in receiving your retired pay.

This file provides detailed instructions for married employees regarding survivor annuity elections. It ensures that both retiring employees and their spouses understand their rights and responsibilities. Follow the instructions carefully to complete the form correctly.

Form 5305-SEP allows employers to set up Simplified Employee Pension plans for their eligible employees. These plans provide a way to contribute towards employees’ retirement savings. This form should be kept for records and not submitted to the IRS.

This form facilitates the distribution request from your IRA. It ensures a smooth process for savers looking to access their retirement funds. Utilize this resource to understand the fees and procedures involved.

The IRA Contribution Form allows users to make deposits into Traditional or Roth IRAs. This is essential for individuals seeking to manage their retirement savings effectively. Complete the form accurately to ensure your contributions are processed correctly.

This application allows members to withdraw their QPP accumulations from the Teachers' Retirement System. Carefully follow the instructions to avoid losing benefits. Ensure all requirements are met before submission.

This file provides a template for an annual 403(b) notification letter tailored for non-qualified church-controlled organizations. It contains guidelines for notifying eligible employees about their participation in retirement plans. Organizations can customize the letter to meet compliance requirements under the 403(b) regulations.

This file provides detailed information on electing before-tax, Roth, and after-tax contributions to the Personal Investment Plan (PIP). It outlines eligibility requirements and contribution limits for participants. Useful for both clergy and lay individuals looking to manage their retirement savings.