- BART Designation of Beneficiary Form
Complete this form to choose or change your designated beneficiary. - 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 Employee Information Change Form
Use this form to change your name, marital status or your beneficiary(ies). - BART Fund Options Sheet
A list of the investment options available for the Bay Area Rapid Transit District. - 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. - 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 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. - BART VantageBroker Account Application and Customer Account Agreement
This form enables you to establish an account in ICMA-RC's VantageBroker Program.
This form is designed to be filled out online and printed from your computer. - BART VantageBroker Program
A description of the self-directed brokerage program including eligibility requirements, fees and transfer rules. - BART Deferred Compensation Plan Waiver for Participation in Self-Directed Brokerage Account
This form acknowledges that you understand and acknowledge the risks involved in investing assets in a self-directed brokerage account.
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. - BART Designation of Beneficiary Form
Complete this form to choose or change your designated beneficiary. - BART Fund Options Sheet
A list of the investment options available for the Bay Area Rapid Transit District. - Bay Area Rapid Transit 401 Money Purchase Plan Employee Enrollment Form
Use this form to enroll in the BART 401 Money Purchase Plan.
This form is designed to be filled out online and printed from your computer. - BART Employee Information Change Form
Use this form to change your name, marital status or your beneficiary(ies). - 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. - 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 Beneficiary Withdrawal Packet
This publication provides a summary of the rules governing the payment of funds from your beneficiary account. - 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.