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.

Stable Income Annuity

Form # Product Name Audience myMers Info
6146 Annuity Statement of Beneficiary Claim to Benefits Participant False more information

Statement of Beneficiary Claim to Benefits

Form #: 6146

Product: Annuity
Audience: Participant

6614 Annuity Request for Contract Application Amendment Participant False more information

Request for Contract Application Amendment

Form #: 6614

Product: Annuity
Audience: Participant

12428 Annuity Request for Change to Annuity Policy Participant False more information

Request for Change to Annuity Policy

Form #: 12428

Product: Annuity
Audience: Participant

11436 Annuity Request for Change of EFT Annuity Payout Participant False more information

Request for Change of EFT Annuity Payout

Form #: 11436

Product: Annuity
Audience: Participant

2527 Annuity Request for Absolute Assignment / Successor Owner Endorsement Participant False more information

Request for Absolute Assignment / Successor Owner Endorsement

Form #: 2527

Product: Annuity
Audience: Participant

13018 Annuity Qualified Joint and Survivor Annuity Notice / Spousal Consent Participant False more information

Qualified Joint and Survivor Annuity Notice / Spousal Consent

Form #: 13018

Product: Annuity
Audience: Participant

12999 Annuity Disclosure Participant False more information

Disclosure

Form #: 12999

Product: Annuity
Audience: Participant

6304 Annuity Beneficiary Participant False more information

Beneficiary

Form #: 6304

Product: Annuity
Audience: Participant

8513 Annuity Adoption Packet Participant False more information

Adoption Packet

Form #: 8513

Product: Annuity
Audience: Participant

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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).