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Get Ca Pr450001rollcpn 2012-2025
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How to fill out the CA PR450001ROLLCPN online
The CA PR450001ROLLCPN is a critical form used for rolling over funds to purchase service credit within the CalPERS Supplemental Income 457 Plan. This guide will provide clear, step-by-step instructions to assist users in successfully completing the form online.
Follow the steps to effectively complete the rollover request form.
- Click ‘Get Form’ button to obtain the form and open it in the document editor.
- Fill out the participant information section, including your last name, first name, CalPERS ID, middle initial, social security number, mailing address, work telephone number, date of birth, city, state, home telephone number, zip code, and email address.
- In the employer information section, enter the agency plan number and employer name.
- Select your rollover distribution options. Choose whether to elect a full account rollover or a partial account rollover, providing the amount or percentage of the partial rollover if applicable.
- Complete the investment distribution options by specifying the percentage from each fund if you have a preference. Ensure the total percentage of distribution equals 100%.
- Sign and date the form in the signatures required section. If this is your first distribution, have your employer sign to certify your separation from employment.
- Once completed, save your changes and download the filled form for your records.
- Print the form for mailing, and ensure you keep copies of all submitted documents.
- Mail the completed form along with the required documents to the specified address.
Complete your rollover request online to purchase your CalPERS service credit today!
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