Audience: Retiree

Contribution Form

MERS IRA Contribution Form Form MD 802 MD-802 MERS IRA Contribution Form link

Direct Rollover Between MERS Plans

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

Non-Spousal Beneficiary Claim Request Form

IRA Non-Spousal Beneficiary Claim Request Form (MD-807) Form MD-807 For use when the beneficiary is a non-spouse of the primary account holder of a MERS IRA.

Online form For easier and faster processing times, log in to your myMERS account and access the online application form. Paper (pdf) form Fill out the send me an application form and we will email you the MERS IRA Application.

Pension Federal Income Tax

Form #: F-31

Beneficiary Change for Period Certain Payments

Form #: F-41

Funds Transfer – Direct Deposit Authorization

Form #: F-36

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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.