Virginia retirement service rollover form 2025

1. Click ‘Get Form’ to open the Virginia Retirement Service Rollover Form in the editor.
2. Begin by filling out your Participant Information. Enter your last name, first name, middle initial, email address, and complete address including city, state, and zip code.
3. Provide your Social Security Number and contact numbers. Indicate your date of birth and select your gender and marital status.
4. In the In-Service Withdrawal section, choose whether you want a withdrawal from your rollover account or a 70 1/2 withdrawal. Specify the amount or percentage if applicable.
5. Select your Distribution Method. Indicate if you want a full or partial distribution and provide details for periodic payments if chosen.
6. Complete the Direct Rollover/Transfer section by providing information about the receiving trustee or financial institution.
7. Fill out the Payment Delivery options based on how you wish to receive funds—either via check or ACH transfer.
8. Review all sections for accuracy before signing in the Required Signature section to confirm that all information is correct.

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