Virginia retirement service rollover form 2026

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

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