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Ohio Public Employees Retirement System
277 East Town Street, Columbus, Ohio 43215-4642 1-800-222-PERS (7377) www.opers.org Service Purchase Funds Transfer
Complete the Form on pages 3 and 4 to transfer
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How to fill out ohio pers rollover form
How to fill out the Ohio PERS Rollover form:
01
Obtain the Ohio PERS Rollover form from the appropriate source, such as the Ohio Public Employees Retirement System (PERS) website or by contacting their customer service.
02
Begin by providing your personal information, including your name, address, Social Security number, and contact details.
03
Indicate the reason for the rollover by selecting the appropriate option on the form. This could be a retirement, separation from employment, or other eligible distribution.
04
Fill in the details of your Ohio PERS account, such as the account number and plan name, to ensure accurate processing.
05
If you are rolling over the funds to another retirement account, provide the necessary details of the receiving institution or plan, including the name, account number, and address.
06
Decide on the amount you wish to rollover and enter it in the designated section of the form. You may choose to rollover all or a portion of your Ohio PERS account balance.
07
If you want to withhold taxes from the rollover amount, specify the desired withholding percentage on the form. It is recommended to consult with a tax professional before making this decision.
08
Review the completed form for accuracy and make sure all sections are properly filled out.
09
Sign and date the form to certify the information provided.
10
Submit the form to the Ohio Public Employees Retirement System according to their instructions, whether it be through mail, fax, or online submission.
Who needs the Ohio PERS Rollover form:
01
Individuals who are retired or separating from employment and have an account with the Ohio Public Employees Retirement System may need to fill out the Ohio PERS Rollover form.
02
Those who wish to transfer their Ohio PERS funds to another eligible retirement account or institution will require this form.
03
It is essential for anyone who wants to rollover or distribute their Ohio PERS account balance to complete this form accurately and submit it to the appropriate authority.
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What is ohio pers rollover form?
The Ohio PERS rollover form is a document that allows eligible members of the Ohio Public Employees Retirement System (PERS) to transfer funds from their PERS account to another eligible retirement plan without incurring taxes or penalties.
Who is required to file ohio pers rollover form?
Ohio PERS members who wish to transfer funds from their PERS account to another eligible retirement plan are required to file the Ohio PERS rollover form.
How to fill out ohio pers rollover form?
To fill out the Ohio PERS rollover form, members need to provide their personal information, PERS account details, and information about the receiving retirement plan. They may need to consult with their financial advisor or the PERS administration for specific instructions and guidance.
What is the purpose of ohio pers rollover form?
The purpose of the Ohio PERS rollover form is to facilitate the tax-free transfer of funds from a PERS account to another eligible retirement plan, allowing members to consolidate their retirement savings and potentially benefit from better investment options and flexibility.
What information must be reported on ohio pers rollover form?
The Ohio PERS rollover form typically requires members to report their personal information such as name, address, and Social Security number, as well as their PERS account details and information about the receiving retirement plan, such as the plan name, address, and account number.
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