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To make changes to your account such as fund transfers and asset allocation changes you may access your account online at https //calpers.ingplans. com or call the toll-free Plan Information Line at 1-800-260-0659. V. SIGNATURES REQUIRED I certify that all of the assets to be invested as specified above are eligible for rollover to the CalPERS Supplemental Income 457 Plan. I understand that the Participant s Signature REV1012 Date PR450001ROLL45N Page 1 of 3 See page 3 for instructions to...
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The CalPERS online rollover form is a document used by participants of the California Public Employees' Retirement System to initiate the process of rolling over their retirement savings from CalPERS to another qualified retirement account.
Participants who wish to transfer their retirement funds from CalPERS to another qualified retirement plan or IRA are required to file the CalPERS online rollover form.
To fill out the CalPERS online rollover form, participants need to access their CalPERS account, navigate to the rollover section, and complete the required fields such as personal information, the amount to be rolled over, and details of the receiving account.
The purpose of the CalPERS online rollover form is to facilitate the transfer of retirement funds from CalPERS to another retirement account, ensuring that the funds remain tax-deferred and adhering to federal regulations.
Information that must be reported on the CalPERS online rollover form includes the participant's personal information, the total amount to be rolled over, and the details of the new retirement account, including the account number and institution.
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Related Links

Forms & Publications - CalPERS
Members: If you'd like a form or publication mailed to you, log in to myCalPERS and select ... California Employers' Retiree Benefit Trust Fund (CERBT) (14).
Tax-Deferred Retirement Savings Plans | California State ...
The Savings Plus 457 Deferred Compensation Plan. Contribution Limits. The IRS contribution limits for 2021 that affect 401k, 457, and 403b retirement plans are ...Missing: Home ‎| Must include: Home
Refund Member Contributions
Jan 26, 2023 — Your refund will be taxed as income unless you request a rollover into a qualified tax-deferred retirement account.

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