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Saturday, May 25, 2013

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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 #

Name

Product

Audience

29C	Dual Certification For Re-Employed Retiree	Defined Benefit	Employee
29D	Dual Certification For Voter-Elected Or Appointed Official Who Retired From And Is Re-Employed By The Same Municipality	Defined Benefit	Employee
30	Election of Retirement Allowance Option	Defined Benefit	Employee
31	Pension Recipient's Federal Income Tax Withholding Authorization	Defined Benefit, Hybrid	Retiree
31b	Withholding Certificate for Michigan Pension or Annuity Payments	Defined Benefit, Hybrid, Defined Contribution	Retiree
32	Application for Retirement Allowance by Surviving Spouse or Child	Defined Benefit	Employee
33	Statement of Contingent Survivor Beneficiary	Defined Benefit	Employee
34	Statement of Beneficiary	Defined Benefit	Employee
35A	Standard Participant Transfer Rules	Defined Benefit	Employee
35B	Standard Transfer Member Certification for Same Employer	Defined Benefit	Employee
35C	Alternative Transfer Member Certification for Same Employer	Defined Benefit	Employee
36	Electronic Funds Transfer – Direct Deposit Authorization	Defined Benefit	Employee
37	Stop Payment Request	Defined Benefit	Employee
38	Certification of Qualified Fund Rollover to MERS (General) with Instructions	Defined Benefit	Employee
41	Option IV Beneficiary Change Request	Defined Benefit	Employee
42	DROP+ and Election	Defined Benefit	Employee
46	Affidavit Affirming Existence of Insurable Interest	Defined Benefit	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 800.767.2308.

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