CalPERS Supplemental Income 457 Plan

 

Investment fund allocation changes must be made via Plan Information Line or Plan Website.

 

• Increase or decrease your contribution amount
• Suspend contributions
• Change your name or address

Designate beneficiary(ies)

Roll over monies from another type of plan [401(k), 403(b), IRA or 401(a)] from your previous employer

Transfers from a previous employer’s CalPERS Supplemental Income 457 Plan into the current employer’s CalPERS Supplemental Income Plan

• Request distribution after separation/retirement
• Change current distribution option
• Alternate payee distribution per Qualified Domestic Relations Order

For surviving spouse and/or beneficiary(ies) to request distributions (one form per beneficiary).

• In-service transfer for CalPERS Service Credit purchase
• In-service transfer for another Pension Plan Service Credit purchase
• Small account withdrawal