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Sunday, September 21, 2014

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 Employee, Retiree
F-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
F-36 Electronic Funds Transfer – Direct Deposit Authorization Defined Benefit, Defined Contribution, 457, Hybrid Employee
37 Stop Payment Request Defined Benefit Employee
F-38 Certification of Qualified Fund Rollover to MERS 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.MERS (6377).