CentsAbility Blog | Audience: Participant

Audience: Participant

IRA Non-Spousal Beneficiary Claim Request Form

For use when the beneficiary is a non-spouse of the primary account holder of a MERS IRA.

IRA Application

Fill out the send me an application form and we will email you the MERS IRA Application.

Working in Retirement Certification

Form #: F-29c

Refund Application for Deceased Member’s Contributions

Form #: F-26 Refund Application for Deceased Participant Contributions

Transfer Of Contributions (excluding Hybrid)

Form #1F-10

Monthly Pension Beneficiary Application

Form #: F-32

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting 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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

Audience: Participant

Audience: Participant

IRA Non-Spousal Beneficiary Claim Request Form

IRA Application

Working in Retirement Certification

Application for Retirement

Refund Application for Deceased Member’s Contributions

Refund Application

Beneficiary Change

Transfer Of Contributions (excluding Hybrid)

Enrollment Kit

Monthly Pension Beneficiary Application