Leaving IPERS-Covered Employment Before Retirement
Choosing the Best Alternative For You |
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Applying for a Rollover or a Cash Refund
Before applying for a rollover or cash refund, you may want to contact your tax advisor to discuss the tax consequences of your choice. You also may want to contact IPERS and speak with a representative to ensure you understand the implication on your IPERS membership of rolling over your IPERS money or taking a cash refund.
If you decide that rolling over your money or taking a cash refund is the best choice for you, follow these steps to apply for a rollover or cash refund.
- Download a copy of the Application for IPERS Refund or call IPERS at 515-281-0020 or toll-free at 1-800-622-3849 to request a copy.
- Complete the Application for IPERS Refund in its entirety and return it to IPERS.
- IPERS will issue your rollover check(s) or cash refund within 2 to 3 weeks of receipt of your completed application. In some situations, such as a divorce settlement, it may take longer to issue your rollover or cash refund check.
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