- BART's 2011 National Save for Retirement Week Flyer
- BART Designation of Beneficiary Form
Complete this form to choose or change your designated beneficiary. - BART Employee Information Change Form
Use this form to change your name, marital status or your beneficiary(ies). - BART Plans Feature Comparison Sheet
This document provides a side-by-side feature comparison of the BART 401(a) Money Purchase Pension Plan and the BART 457 Deferred Compensation Plan. - BART Fund Options Sheet
A list of the investment options available for the Bay Area Rapid Transit District. - BART Beneficiary Withdrawal Packet
This packet is designed to answer your questions about beneficiary withdrawals from the BART 457 Deferred Compensation Plan.
This form is designed to be filled out online and printed from your computer. - Direct Rollover/Transfer to BART Packet
- Notice Regarding Default Investment Options
- Special Tax Notice Regarding Plan Payments
This notice should be read when you request a disbursement from your 401 Money Purchase Plan. It explains how you can continue to defer federal income tax and contains important information you need before deciding how to receive your Plan benefits. - IRS Form W-4P: Withholding Certificate
This form is used to complete federal tax withholding that varies from the normal federal tax withholding described in the withdrawal booklets. Please refer to the withdrawal booklet instructions to determine if you need to complete this optional form. - BART 457 Deferred Compensation Plan Amount of Deferral Change Form
Use this form to make changes in the amount of your deferral to your 457 Deferred Compensation Plan. - BART 457 Deferred Compensation Plan Catch-up Provision Packet
Use this form to Catch-Up Contributions to your 457 Deferred Compensation Plan. - BART Emergency Withdrawal Form
This document provides the guidelines for the withdrawal of funds for reasons of unforeseeable emergencies. - BART 457 Deferred Compensation Plan Employee Enrollment Form
Use this form to enroll in an existing ICMA Retirement Corporation 457 Deferred Compensation Plan.
This form is designed to be filled out online and printed from your computer. - BART 457 Deferred Compensation Benefit Withdrawal Packet
Use this packet to request a withdrawal from your 457 Deferred Compensation Plan.
This form is designed to be filled out online and printed from your computer. - In-Service Withdrawal for Employees over Age 59 1/2
Use this packet to request an in-service withdrawal from your 401(a) Money Purchase Plan.
This form is designed to be filled out online and printed from your computer. - Bay Area Rapid Transit 401 Money Purchase Plan Employee Enrollment Form
Use this form to enroll in the BART 401(a) Money Purchase Pension Plan. This form is designed to be filled out online and printed from your computer.
This form is designed to be filled out online and printed from your computer. - Bay Area Rapid Transit District 401 Money Purchase Plan Withdrawal Packet
This packet is designed to answer your questions about withdrawals from your employer's 401 Money Purchase Plan administered by ICMA-RC.
This form is designed to be filled out online and printed from your computer. - Do Your Own Service Credit Cost Estimate
Step one: to request additional Retirement Service Credit (Air time), complete the attached form and estimate. - Request for Service Credit Cost Information
Step two: along with the estimate, complete the attached document. Please call the Investment Plans Assistant at (510)464-6208 for the additional steps and documents needed to purchase service credit. - Purchase of Service Credit Packet
Step three: in addition to the estimate and the request for service credit cost, complete the attached packet. Please call the Investment Plans Assistant at (510)464-6208 for the additional steps and documents needed to purchase service credit. - Additional CalPERS Purchase Options for Additional Retirement Service Credit (Air Time)
Use this form to learn about the availability of PERS payment options.