Friday, December 14, 2018

MERS Forms

Legend:

= Available on myMERS. Forms with a star may be completed Online by logging into your myMERS account. Click here to log in.
 
Abbreviations
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

Form # Product Name Audience myMers Info
F-31b DB, DC, Hybrid Withholding for Pension or Annuity Payments Participant False more information

Withholding for Pension or Annuity Payments

Form #: F-31b

Product: DB, DC, Hybrid
Audience: Participant

MD-006 DC Spousal Beneficiary Claim Participant False more information

Spousal Beneficiary Claim

Form #: MD-006

Product: DC
Audience: Participant

MD-009 DC Required Minimum Distribution Participant False more information

Required Minimum Distribution

Form #: MD-009

Product: DC
Audience: Participant

F-79 DB, DC, Hybrid Reciprocal Units (Act 88) - Resolution Employer False more information

Reciprocal Units (Act 88) - Resolution

Form #: F-79

Product: DB, DC, Hybrid
Audience: Employer

DB-013b DB, DC, Hybrid Projection Study Employer False more information

Projection Study

Form #: DB-013b

Product: DB, DC, Hybrid
Audience: Employer

MD-001 DB, DC, Hybrid, HCSP, 457 Personal Information Participant False more information

Personal Information

Form #: MD-001

Product: DB, DC, Hybrid, HCSP, 457
Audience: Participant

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-007 DC Non-Spousal Beneficiary Claim Participant False more information

Non-Spousal Beneficiary Claim

Form #: MD-007

Product: DC
Audience: Participant

F-75 DC Model DRO Participant False more information

Model DRO

Form #: F-75

Product: DC
Audience: Participant

MD-016 DC MERS-to-MERS Service Verification Participant False more information

MERS-to-MERS Service Verification

Form #: MD-016

Product: DC
Audience: Participant

MD-071 DC MERS Loan Addendum Employer False more information

MERS Loan Addendum

Form #: MD-071

Product: DC
Audience: Employer

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

Matching Employer Contribution Addendum

Form #: MD-073

Product: DC
Audience: Employer

MD-010 DC Loan Application Participant False more information

Loan Application

Form #: MD-010

Product: DC
Audience: Participant

MD-002 DC Investment Change Participant True more information

Investment Change

Form #: MD-002

Product: DC
Audience: Participant

myMERS: Yes, this form can be completed via an online process by logging into your myMERS account. Click to log in.

MD-008 DC In-Service Withdrawal Request Participant False more information

In-Service Withdrawal Request

Form #: MD-008

Product: DC
Audience: Participant

MD-004 DC Incoming Rollover Participant False more information

Incoming Rollover

Form #: MD-004

Product: DC
Audience: Participant

MD-000 DC Enrollment Kit Employer, Participant False more information

Enrollment Kit

Form #: MD-000

Product: DC
Audience: Employer, Participant

MD-005 DC Distribution / Direct Rollover Participant True more information

Distribution / Direct Rollover

Form #: MD-005

Product: DC
Audience: Participant

myMERS: Yes, this form can be completed via an online process by logging into your myMERS account. Click to log in.

F-85 DB, DC, HCSP, 457, Hybrid, RHFV Customer Contact Employer False more information

Customer Contact

Form #: F-85

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

MD-072 DC Conversion Addendum Employer False more information

Conversion Addendum

Form #: MD-072

Product: DC
Audience: Employer

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

Beneficiary Designation

Form #: MD-703

Product: DC, DC+, 457
Audience: Participant

MD-069 DC Adoption Resolution Employer False more information

Adoption Resolution

Form #: MD-069

Product: DC
Audience: Employer

MD-070 DC Adoption Agreement Employer False more information

Adoption Agreement

Form #: MD-070

Product: DC
Audience: Employer

MD-069b DC Admin Order Adopting MERS Defined Contribution Plan Employer False more information

Admin Order Adopting MERS Defined Contribution Plan

Form #: MD-069b

Product: DC
Audience: Employer

FN-003 DC, Hybrid, HCSP, 457, RHFV, ISP ACH Debit Request - Automated Transfer Authorization Employer False more information

ACH Debit Request - Automated Transfer Authorization

Form #: FN-003
Description:

Employer Form: Banking information for employer to set up ACH transfer authorization for MERS DC, 457, HCSP, RHFV, and ISP.


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

MERS Social Media MERS Facebook MERS TwitterMERS LinkedInMERS Youtube

Disclaimer
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).