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  • Pera Application For Refund Direct Rollover Form

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Subscribed and sworn to before me this day of , Year ( ) Telephone Number (During 8 a.m.-4:30 p.m.) PW0001-4 (amc 6/26/2009) PART C DIRECT ROLLOVER OR TRUST INFORMATION This section of the form is to be completed only if you wish to have your refund directly transferred from PERA to a tax-qualified plan of your choice (a Trust-to-Trust transfer or direct rollover). Your PERA refund ma.

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There are two ways to do a rollover. You can do either a direct rollover or a 60-day rollover. If you do a direct rollover, PERA will make the check payable to your IRA or an employer plan. You should contact the IRA sponsor or the administrator of the employer plan for information on how to do a direct rollover.

» PERA does not withhold state tax, but you may be responsible for paying state taxes on the full amount when you file your state tax return for the year you receive the refund.

DPS benefit structure You will pay taxes when you withdraw your PERA account, either as an ongoing monthly benefit or as a one-time payment if you refund your account. If you refund, there is a default federal tax withholding of 20% that can be increased using the IRS Form W-4R.

To do a rollover or withdraw your PERAPlus 401(k) Plan account, PERAPlus 457 Plan account, or PERA DC Plan account, call 1-800-759-7372 and select the PERAPlus/DC option.

You are vested in PERA after 36 months of public service (60 months for members hired after June 2010). Being vested means you qualify for benefits at the minimum allowable age.

To withdraw your PERAPlus 401(k)/457 Plan accounts or PERA Defined Contribution Plan account, call Empower at 1-833-4-COPERA (1-833-426-7372).

It can take up to 90 days after PERA receives the necessary documentation to receive your refund/rollover. What are my choices if I leave employment before I'm eligible to retire? You may leave your account with PERA for a future monthly benefit or rollover/refund your account.

Refunding or Rolling Over Your Account(s) You may do a roll over your PERA DB Plan account(s) to an IRA or eligible employer plan or refund it. If you do a refund/ rollover of your DB Plan account(s), you forfeit any future right to a benefit.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232