Rollover Forms


Defined Contribution Retirement (DCR) Plan

PERS Tier IV and TRS Tier III

Incoming Direct Rollover Form
To roll funds from a qualified plan into the PERS/TRS DCR system, contact the Accounting Section. Call (800) 821-2251 (465-4460 in Juneau) and ask to be transferred to the Accounting Section or send an email to doa.drb.ActivePayroll@alaska.gov.
PERS Tier IV DCR Distribution/Direct Rollover Request Form [PDF]
To roll funds out of the plan upon termination
TRS Tier III DCR Distribution/Direct Rollover Request Form [PDF]
To roll funds out of the plan upon termination

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Defined Benefits (DB) Plan

PERS Tiers I, II, & III and TRS Tiers I & II

Pretax Direct Transfer
To roll funds into the DB plan ONLY to pay indebtedness, contact the division for counseling.

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Supplemental Annuity Plan (SBS-AP)

Incoming Transfer/Direct Rollover (SBS008) [PDF 125K]
To roll funds from a qualified plan into the SBS-AP system
Information regarding rolling funds into the SBS-AP
Distribution/Direct Rollover Request [PDF]
To roll funds out of SBS upon termination or retirement

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Deferred Compensation Plan (DCP)

Incoming Transfer
To roll funds from a 457(b) DCP qualified plan into the DCP plan, request form from the Accounting Section (907) 465-1444.
Distribution/Direct Rollover Request Governmental 457(b) Form [PDF]
Rolling funds out of DCP account into a qualified plan

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