Forms for Both BART Plans | 457 Forms | 401(a) Forms

BART Plans

Forms in this section apply to both the 457 and 401(a) Plans.

• Employee Information Change Form
  Use this form to update your name, marital status, or beneficiary information.

• Beneficiary Designation Form
  Complete this form to name or change your designated beneficiary.

• Direct Rollover/Transfer to BART Packet
  This packet is designed to help you roll over retirement assets to your BART account.

• IRS Form W-4P: Withholding Certificate
  Use this form for 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.

• Purchase of Service Credit Packet
  Use this form as a guide to purchase service credit and repay prior refunds from CalPERS.

• Rollover Out of BART Plans Form
  Use this form to request a direct rollover from your BART plan account to an eligible retirement plan or IRA with another provider.

457 Plan Forms

• Enrollment Form
  Use this form to enroll in the 457 Plan.

• Contribution Change Form
  Use this form to make changes in your contribution amount.

• In-Plan Roth Conversion Form
  Use this form to request a Roth conversion within your 457 Plan.

• Roth 457 Enrollment Form
  Use this form to begin making Roth 457 (after-tax) contributions.

• Unforeseeable Emergency Withdrawal Packet
  Submit this form and supporting documents to request an unforeseeable emergency withdrawal from your 457 Deferred Compensation Plan account.

• Catch-Up Provision Packet
  Use this form to make Catch-Up contributions to your 457 account.

• Beneficiary Withdrawal Packet
  This packet is designed to answer your questions about beneficiary withdrawals from your 457 account.

• Benefit Withdrawal Packet
  Use this packet to request a withdrawal from your 457 Plan account.

401(a) Plan Forms

• Enrollment Form
  Use this form to enroll in the 401(a) Plan.

• In-Service Withdrawal for Employees over Age 59 1/2
  Use this packet to request an in-service withdrawal from your 401(a) account.

• Withdrawal Packet
  Use this packet to make withdrawals from your 401(a) account.