CentsAbility Blog | Audience: Retiree

Audience: Retiree

Direct Rollover Between MERS Plans

Participant Form: To roll fund directly from one MERS account to another MERS account.

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.

Funds Transfer – Direct Deposit Authorization

Form #: F-36

Beneficiary Change for Period Certain Payments

Form #: F-41

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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.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: Retiree

Audience: Retiree

Direct Rollover Between MERS Plans

Health Care In Retirement

IRA Non-Spousal Beneficiary Claim Request Form

IRA Application

Pension Federal Income Tax

Funds Transfer – Direct Deposit Authorization

Beneficiary Change for Period Certain Payments

Reimbursement Claim Form