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Virginia retirement service rollover form

Virginia retirement service rollover form 2026

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The document is a Distribution/Direct Rollover/Transfer Request form for the Virginia Cash Match Plan, a 401(a) retirement plan. It provides detailed instructions for participants on how to request distributions, including options for in-service withdrawals, direct rollovers, and periodic payments. The form requires personal information, employment status certification, and tax withholding preferences. It emphasizes the importance of consulting with financial advisors and ensuring compliance with IRS regulations regarding distributions.

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Click ‘Get Form’ to open the Virginia Retirement Service Rollover Form in our platform.
Begin by filling out your Participant Information. Enter your Last Name, First Name, MI, Social Security Number, and contact details including email and phone numbers.
Indicate your Employment Status. If you are still employed, refer to Section I; if separated, refer to Section II.
Select your In-Service Withdrawal options. Choose between a withdrawal from the rollover account or a 70 1/2 withdrawal and specify the amount.
Choose your Distribution Method. Indicate whether you want a full or partial distribution and complete any necessary sections for periodic payments.
Fill in the Direct Rollover/Transfer section with the receiving company’s information if applicable.
Complete the Payment Delivery section by selecting either ACH or check delivery options as per your preference.
Review all entries for accuracy before signing at the Required Signature section to confirm that all information is correct.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do I have to pay taxes on a retirement rollover?

When you roll over a retirement plan distribution, you generally dont pay tax on it until you withdraw it from the new plan. By rolling over, youre saving for your future and your money continues to grow tax-deferred.

What is a 5329 form used for?

Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

What happens to my VRS if I quit?

If you leave covered employment before retirement, you can: Take a refund of your member contributions and interest in your defined benefit account. Taking a refund cancels your membership and eligibility for any future benefits; or. Leave the funds in your defined benefit account with VRS and become a deferred member.

Do I need to report 1099-R for rollover?

For indirect IRA rollovers: Use the values reported on your 1099-R on your personal tax return via Form 1040. You must roll over the check amount and the 20% withheld within 60 days for the distribution to be tax-free. This applies even though you didnt receive the 20%.

Will VRS get a raise in 2025?

The VRS Board of Trustees has approved FY 2025 cost -of-living adjustments of 2.95% for Plan 1 retirees and 2.48% for Plan 2 and Hybrid Retirement Plan retirees. Eligible retirees will see the increases in their August 1 benefit payments.

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