CentsAbility Blog | FormNumber: MD

FormNumber: MD

Contribution Addendum for MERS DC (and DC portion of Hybrid)

Accompanies the MERS 401(a) Defined Contribution (DC) and Hybrid Adoption Agreements to define contribution details.

Public Safety – Insurance Payment Form

MD-012 Public Safety Insurance Payment Form Link = https://assets.mersofmich.com/forms/MD-012_InsurancePayment.pdf

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.

Admin Order Adopting MERS Defined Contribution Plan

Form #: MD-069b

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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

FormNumber: MD

FormNumber: MD

Contribution Addendum for MERS DC (and DC portion of Hybrid)

Public Safety – Insurance Payment Form

Direct Rollover Between MERS Plans

IRA Non-Spousal Beneficiary Claim Request Form

MERS Loan Addendum

Adoption Resolution

Adoption Agreement

Admin Order Adopting MERS Defined Contribution Plan

Personal Information

Loan Application