Tuesday, June 18, 2019

MERS Forms


= Available on myMERS. Forms with a star may be completed Online by logging into your myMERS account. Click here to log in.
DB = Defined Benefit, DC = Defined Contribution, DC+ = Defined Contribution Plus, HCSP = Health Care Savings Program, RHFV = Retiree Health Funding Vehicle, ISP = Investment Services Program, Premier Adv = Premier Advantage, Annuity = Stable Income Annuity, GL&D = Group Life & Disability Insurance.

Defined Contribution Plus

Form # Product Name Audience myMers Info
F-29c DB, DC, Hybrid Working in Retirement Certification Participant False more information

Working in Retirement Certification

Form #: F-29c

Product: DB, DC, Hybrid
Audience: Participant

DB-001c DB, DC, HCSP, 457, Hybrid, RHFV, ISP Resolution Establishing Authorized Signatories for MERS Contracts and Service Credit Purchase Approvals Employer False more information

Resolution Establishing Authorized Signatories for MERS Contracts and Service Credit Purchase Approvals

Form #: DB-001c

Product: DB, DC, HCSP, 457, Hybrid, RHFV, ISP
Audience: Employer

F-27 DB, DC, Hybrid Other Governmental Service Application Participant False more information

Other Governmental Service Application

Form #: F-27

Product: DB, DC, Hybrid
Audience: Participant

MD-073 DC Matching Employer Contribution Addendum Employer False more information

Matching Employer Contribution Addendum

Form #: MD-073

Product: DC
Audience: Employer

MD-700 DC+ Enrollment Kit Employer, Participant False more information

Enrollment Kit

Form #: MD-700

Product: DC+
Audience: Employer, Participant

MD-703 DC, DC+, 457 Beneficiary Designation Participant False more information

Beneficiary Designation

Form #: MD-703

Product: DC, DC+, 457
Audience: Participant

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The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information?s accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).