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Get the free Rollover Certification FormCalPERS - CA.gov

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P.O. Box 942715 Sacramento, CA 942292715 888 Callers (or 8882257377) | Fax: (800) 9596545 TTY: (877) 2497442 www.calpers.ca.gov California Public Employees Retirement SystemPreRetirement Nonmember
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How to fill out rollover certification formcalpers

01
Access the rollover certification formcalpers online or acquire a physical copy from CalPERS.
02
Fill in your personal information such as name, address, social security number, and contact details.
03
Provide details of the retirement account from which you are rolling over funds, including account number and balance.
04
Specify the reason for the rollover and the eligibility criteria that you meet.
05
Sign and date the form, and submit it to CalPERS for processing.

Who needs rollover certification formcalpers?

01
Individuals who are eligible for retirement benefits through CalPERS and are looking to roll over funds from a retirement account.
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The rollover certification formcalpers is a form used by Calpers to certify that a rollover contribution meets the requirements of the Internal Revenue Code.
Any member or beneficiary of CalPers who is making a rollover contribution is required to file the rollover certification form.
To fill out the rollover certification formcalpers, individuals must provide information about the rollover contribution, including the amount, source, and date of the contribution.
The purpose of the rollover certification formcalpers is to ensure that rollover contributions comply with the requirements of the Internal Revenue Code.
Information such as the amount, source, and date of the rollover contribution must be reported on the rollover certification formcalpers.
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