Thursday, December 8, 2016

Retiree Forms

Whether you're updating your address, changing your tax withholding or much more, you'll find all our Retiree Forms here. Click the links on the left to view the forms specific to your MERS program. To view a list of all our MERS forms, click here

Form # Product Name Audience myMers Info
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-37 DB Stop Payment Participant False more information

Stop Payment

Form #: F-37

Product: DB
Audience: Participant

F-35B DB Standard Transfer Member Certification for Same Employer Participant False more information

Standard Transfer Member Certification for Same Employer

Form #: F-35B

Product: DB
Audience: Participant

F-38 DB Qualified Fund Rollover to MERS Participant False more information

Qualified Fund Rollover to MERS

Form #: F-38

Product: DB
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-41 DB Option IV Beneficiary Participant False more information

Option IV Beneficiary

Form #: F-41

Product: DB
Audience: Participant

F-42 DB DROP+ and Election Participant False more information

DROP+ and Election

Form #: F-42

Product: DB
Audience: Participant

F-35C DB Alternative Transfer Member Certification for Same Employer Participant False more information

Alternative Transfer Member Certification for Same Employer

Form #: F-35C

Product: DB
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).