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.

Hybrid Plan

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

Working in Retirement Certification

Form #: F-29c

Product: DB, Hybrid
Audience: Participant

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

F-32 DB, Hybrid Survivor Beneficiary Application Participant False more information

Survivor Beneficiary Application

Form #: F-32

Product: DB, Hybrid
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-31 DB, Hybrid Pension Federal Income Tax Participant, Retiree False more information

Pension Federal Income Tax

Form #: F-31

Product: DB, Hybrid
Audience: Participant, Retiree

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

F-74 Hybrid Model DRO Participant False more information

Model DRO

Form #: F-74

Product: 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-371 Hybrid Loan Addendum Employer False more information

Loan Addendum

Form #: MD-371

Product: Hybrid
Audience: Employer

MD-302 Hybrid Investment Change Participant True more information

Investment Change

Form #: MD-302

Product: Hybrid
Audience: Participant

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

MD-304 Hybrid Incoming Direct Rollover Participant False more information

Incoming Direct Rollover

Form #: MD-304

Product: Hybrid
Audience: Participant

F-36 DB, Hybrid Funds Transfer – Direct Deposit Authorization Participant, Retiree False more information

Funds Transfer – Direct Deposit Authorization

Form #: F-36

Product: DB, Hybrid
Audience: Participant, Retiree

MD-300 Hybrid Enrollment Kit Employer, Participant False more information

Enrollment Kit

Form #: MD-300

Product: Hybrid
Audience: Employer, Participant

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-372 Hybrid Conversion Addendum Employer False more information

Conversion Addendum

Form #: MD-372

Product: Hybrid
Audience: Employer

MD-303 Hybrid Beneficiary Designation Participant False more information

Beneficiary Designation

Form #: MD-303

Product: Hybrid
Audience: Participant

F-48 DB Alternate Payee (Former Spouse) Benefit Application Participant False more information

Alternate Payee (Former Spouse) Benefit Application

Form #: F-48

Product: DB
Audience: Participant

MD-369 Hybrid Adoption Resolution Employer False more information

Adoption Resolution

Form #: MD-369

Product: Hybrid
Audience: Employer

MD-370 Hybrid Adoption Agreement Employer False more information

Adoption Agreement

Form #: MD-370

Product: Hybrid
Audience: Employer

MD-369b Hybrid Admin Order Adopting MERS Hybrid Employer False more information

Admin Order Adopting MERS Hybrid

Form #: MD-369b

Product: Hybrid
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).