CalPERS 457 Deferred Compensation Plan

Forms


Forms in this section are downloadable. Forms cannot be completed online because they must be signed and, in some cases, notarized before the Administrative Committee can accept them.

PARTICIPANT CHANGES

  • PARTICIPANT CHANGE AUTHORIZATION

  • *Investment fund allocation changes must be made via Plan Information Line or Plan Website
    - Increase or decrease your contribution amount
    - Suspend contributions
    - Elect Age 50 or Special 457 Catch-up
    - Change in marital status or domestic partnership
TRANSFERS / ROLLOVERS

  • INTER-PLAN TRANSFER FORM

  • Transfers from a previous employer’s CalPERS Supplemental Income 457 Plan into the current employer’s CalPERS Supplemental Income Plan
DISTRIBUTIONS

  • DISTRIBUTION REQUEST FORM

  • - Request distribution after separation/retirement
    - Change current distribution option
    - Alternate payee distribution per Qualified Domestic Relations Order
    - Stop distributions
    - Begin required minimum distribution
  • IN-SERVICE WITHDRAWAL / TRANSFER REQUEST FORM

  • - In-service transfer for CalPERS Service Credit purchase
    - In-service transfer for another Pension Plan Service Credit purchase
    - Small account withdrawal
    - Alternate provider transfer
    - Withdrawal from Rollover source
OTHER FORMS