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Rollover request calpers 2026
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- Click ‘Get Form’ to open the Rollover Request Form in the editor.
- Begin by filling out Section I, 'Participant Information.' Enter your last name, first name, CalPERS ID, and Social Security Number. Ensure your mailing address, telephone numbers (work and home), date of birth, city, state, zip code, and email address are accurately provided.
- In Section II, 'Employer Information,' input your agency plan number and employer name to confirm your employment status.
- Proceed to Section III for 'Rollover Distribution Options.' Choose between a full account rollover or specify a partial amount. Clearly indicate the amount or percentage you wish to roll over.
- In Section IV, 'Investment Distribution Options,' allocate percentages from each investment fund as desired. Ensure that the total equals 100%.
- Finally, sign and date the form in Section V. Your employer must also sign to verify your separation from employment.
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Related links
The Rollover Election form must be completed and returned to CalPERS. YOUR ROLLOVER ELECTION CANNOT BE PROCESSED UNTIL THIS FORM IS RECEIVED BY CalPERS.
A Rollover. Certification Form must be completed for each plan or financial institution from which you elect to rollover or transfer funds. Please complete theRead more