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.

DB

Form # Product Name Audience myMers Info
DB-004 DB Service Credit Purchase Opt-Out Form Employer False more information

Service Credit Purchase Opt-Out Form

Form #: DB-004

Product: DB
Audience: Employer

DB-001b DB Resolution Adopting The MERS Defined Benefit Plan Employer False more information

Resolution Adopting The MERS Defined Benefit Plan

Form #: DB-001b

Product: DB
Audience: Employer

DB-094 DB Employer Resolution Establishing Uniform Transfer Provision Employer False more information

Employer Resolution Establishing Uniform Transfer Provision

Form #: DB-094
Description:

Employer form: Defined Benefit Uniform Transfer form. DB-094


Product: DB
Audience: Employer

DB-007 DB Defined Benefit Plan Surplus Division Adoption Addendum Employer False more information

Defined Benefit Plan Surplus Division Adoption Addendum

Form #: DB-007

Product: DB
Audience: Employer

DB-013a DB Benefit Change - Permanent or Temporary Employer False more information

Benefit Change - Permanent or Temporary

Form #: DB-013a

Product: DB
Audience: Employer

DB-002 DB Adoption Agreement Employer False more information

Adoption Agreement

Form #: DB-002

Product: DB
Audience: Employer

DB-001a DB Admin Order Adopting The MERS Defined Benefit Plan Employer False more information

Admin Order Adopting The MERS Defined Benefit Plan

Form #: DB-001a

Product: DB
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).