Get Scp Poff Rollover Source Distribution Request Form - Calpers Voya

Completing the Scp Poff Rollover Source Distribution Request Form is an essential step for managing your supplemental contributions with CalPERS Voya. This guide provides a comprehensive overview of the form and offers clear, step-by-step instructions tailored to assist all users, regardless of their experience level.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. Begin with the Participant Information section. Clearly print your name, Social Security Number, CalPERS ID, date of birth, employer name, agency plan number, mailing address, work and home phone numbers, and email. Ensure that all details are accurate to avoid processing delays.
3. Move to the Distribution Information section. Here, check the appropriate box to indicate your distribution choice, whether you are starting, continuing, or stopping your distribution. Pay close attention to the options regarding federal law requirements.
4. In the Distribution Options section, select the payment method for your distribution. You can choose between full lump sum payments, partial lump sum payments, rollovers to other accounts, required minimum distributions, regularly scheduled installment payments, and combinations thereof. Only check one option at this time.
5. If you selected a partial lump sum, specify the amount and how you want it distributed among the investment options. Fill in the percentages for the specific funds to identify how your withdrawal is allocated.
6. Complete the Required Minimum Distribution section if applicable by checking the box and confirming your distribution wishes.
7. In the Regular Installment Payments section, check your preferred frequency of payments and select the installment plan that meets your distribution needs.
8. Provide tax withholding information. Review the rules regarding federal and state tax withholdings and complete IRS Form W-4P if you need to specify the withholding amount.
9. Sign and date the form in the required signatures section. Confirm if you are legally married and ensure to include your spouse or registered partner's signature if necessary.
10. After completing the form, review all entries for accuracy. You can save your changes, download the completed form, print it, or share it as needed.

Take the next step in managing your contributions by completing your distribution request form online.