Human Resources

Retirement Investors' Club (RIC)

Forms & Documents
Forms
RIC Account Form	change your payroll deduction amount redirect your future contributions, transfer balances
Inactive Provider Beneficiary Form (printable) Inactive Provider Beneficiary Form (fill-in)	change your beneficiary for inactive provider accounts
Hardship Form (printable) Hardship Form (fill-in)	apply for a financial hardship while employed by the State
Distribution Form	withdraw money from an inactive provider account (must be qualified to take distributions)
401(a) Roll-in Form	roll money from your previous employer plan or IRA into your State of Iowa Retirement Investors' Club account
Service Credit Purchase Form	roll money from your 457 plan to IPERS to purchase service credits
request 3-Yr Catch-Up Worksheet	calculate your 3-Year Catch-Up benefit (must be within 3 years of reaching a year in which you qualify for full pension benefits (IPERS, POR, Judicial) without an age reduction penalty)
TSA Account Form	change your payroll deduction amount (Department of Education employees only)

Forms