Friday, December 14, 2018

MERS Forms

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= 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.

MD

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-169 HCSP Uniform Resolution Employer False more information

Uniform Resolution

Form #: MD-169

Product: HCSP
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-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

MD-409 457 Required Minimum Distribution Participant False more information

Required Minimum Distribution

Form #: MD-409

Product: 457
Audience: Participant

MD-105 HCSP Reimbursement Claim Form Participant, Retiree False more information

Reimbursement Claim Form

Form #: MD-105

Product: HCSP
Audience: Participant, Retiree

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-170 HCSP Participation Agreement Employer False more information

Participation Agreement

Form #: MD-170

Product: HCSP
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

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

Non-Spousal Beneficiary Claim

Form #: MD-007

Product: DC
Audience: Participant

F-74 Hybrid Model DRO Participant False more information

Model DRO

Form #: F-74

Product: Hybrid
Audience: Participant

F-73 457 Model DRO Participant False more information

Model DRO

Form #: F-73

Product: 457
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-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-371 Hybrid Loan Addendum Employer False more information

Loan Addendum

Form #: MD-371

Product: Hybrid
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-102 HCSP Investment Change Participant True more information

Investment Change

Form #: MD-102

Product: HCSP
Audience: Participant

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

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

In-Service Withdrawal Request

Form #: MD-008

Product: DC
Audience: Participant

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-004 DC Incoming Rollover Participant False more information

Incoming Rollover

Form #: MD-004

Product: DC
Audience: Participant

MD-304 Hybrid Incoming Direct Rollover Participant False more information

Incoming Direct Rollover

Form #: MD-304

Product: Hybrid
Audience: Participant

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

Enrollment Kit

Form #: MD-400

Product: 457
Audience: Employer, Participant

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

Enrollment Kit

Form #: MD-700

Product: DC+
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.

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.

MD-505 ISP Distribution Employer False more information

Distribution

Form #: MD-505

Product: ISP
Audience: Employer

MD-372 Hybrid Conversion Addendum Employer False more information

Conversion Addendum

Form #: MD-372

Product: Hybrid
Audience: Employer

MD-072 DC Conversion Addendum Employer False more information

Conversion Addendum

Form #: MD-072

Product: DC
Audience: Employer

MD-414 457 Contribution Catch Up Participant False more information

Contribution Catch Up

Form #: MD-414

Product: 457
Audience: Participant

MD-303 Hybrid Beneficiary Designation Participant False more information

Beneficiary Designation

Form #: MD-303

Product: Hybrid
Audience: Participant

MD-103 HCSP Beneficiary Designation Participant False more information

Beneficiary Designation

Form #: MD-103

Product: HCSP
Audience: Participant

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-369 Hybrid Adoption Resolution Employer False more information

Adoption Resolution

Form #: MD-369

Product: Hybrid
Audience: Employer

MD-070 DC Adoption Agreement Employer False more information

Adoption Agreement

Form #: MD-070

Product: DC
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

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

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).