Wednesday, October 18, 2017

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.

457 Program

Form # Product Name Audience myMers Info
MD-469 457 Uniform Resolution Employer False more information

Uniform Resolution

Form #: MD-469
Description:

test def.


Product: 457
Audience: Employer

MD-412 457 Unforeseeable Emergency Withdrawals Participant False more information

Unforeseeable Emergency Withdrawals

Form #: MD-412

Product: 457
Audience: Participant

MD-406 457 Spousal Beneficiary Claim Participant False more information

Spousal Beneficiary Claim

Form #: MD-406

Product: 457
Audience: Participant

MD-409 457 Required Minimum Distribution Participant False more information

Required Minimum Distribution

Form #: MD-409

Product: 457
Audience: Participant

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

MD-470 457 Participation Agreement Employer False more information

Participation Agreement

Form #: MD-470

Product: 457
Audience: Employer

MD-415 457 Opt Out Refund Participant False more information

Opt Out Refund

Form #: MD-415

Product: 457
Audience: Participant

MD-407 457 Non-Spousal Beneficiary Claim Participant False more information

Non-Spousal Beneficiary Claim

Form #: MD-407

Product: 457
Audience: Participant

F-73 457 Model DRO Participant False more information

Model DRO

Form #: F-73

Product: 457
Audience: Participant

MD-410 457 Loan Application Participant False more information

Loan Application

Form #: MD-410

Product: 457
Audience: Participant

MD-471 457 Loan Addendum Employer False more information

Loan Addendum

Form #: MD-471

Product: 457
Audience: Employer

MD-402 457 Investment Change Participant True more information

Investment Change

Form #: MD-402

Product: 457
Audience: Participant

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

MD-408 457 In-Service Withdrawal Participant False more information

In-Service Withdrawal

Form #: MD-408

Product: 457
Audience: Participant

MD-404 457 Incoming Transfer Participant False more information

Incoming Transfer

Form #: MD-404

Product: 457
Audience: Participant

MD-400 457 Enrollment Kit Employer, Participant False more information

Enrollment Kit

Form #: MD-400

Product: 457
Audience: Employer, Participant

MD-473 457 Employer Contribution Addendum Employer False more information

Employer Contribution Addendum

Form #: MD-473

Product: 457
Audience: Employer

MD-474 457 Eligible Automatic Contribution Arrangement (EACA) Addendum Employer False more information

Eligible Automatic Contribution Arrangement (EACA) Addendum

Form #: MD-474

Product: 457
Audience: Employer

MD-405 457 Distribution/Direct Rollover Participant True more information

Distribution/Direct Rollover

Form #: MD-405

Product: 457
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 Customer Contact Employer False more information

Customer Contact

Form #: F-85

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

MD-414 457 Contribution Catch Up Participant False more information

Contribution Catch Up

Form #: MD-414

Product: 457
Audience: Participant

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

Beneficiary Designation

Form #: MD-703

Product: DC, DC+, 457
Audience: Participant

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

MD-413 457 457 In-Plan Roth Conversion Employee False more information

457 In-Plan Roth Conversion

Form #: MD-413

Product: 457
Audience: Employee

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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).