Rollover Forms
- PERS Tier IV, TRS Tier III Defined Contribution Retirement Plan
- PERS Tiers I, II, III and TRS Tiers I, II Defined Benefit Plan
- Supplemental Annuity Plan (SBS-AP)
- Deferred Compensation Plan (DCP)
- What Plan Am I in?
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.accountingsection@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
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.
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
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