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= Available on myMERS. Forms with a star may be completed Online by logging into your myMERS account.

Form #ProductNameAudiencemyMERS
MD-073
Defined Contribution, Hybrid Plan
Contribution Addendum for MERS DC (and DC portion of Hybrid)
Employer
No
MD-005b
457 Program, Defined Contribution, Hybrid Plan, IRA
Direct Rollover Between MERS Plans
Participant, Retiree
No
DB-013b
Defined Benefit, Defined Contribution, Hybrid Plan
Projection Study
Employer
No
F-29c
Defined Benefit, Defined Contribution, Hybrid Plan
Working in Retirement Certification
Participant
No
F-31
Defined Benefit, Hybrid Plan
Pension Federal Income Tax
Participant, Retiree
Yes
F-31b
Defined Benefit, Defined Contribution, Hybrid Plan
Withholding for Pension or Annuity Payments
Participant
Yes
F-32
Defined Benefit, Hybrid Plan
Monthly Pension Beneficiary Application
Participant
No
F-36
Defined Benefit, Hybrid Plan
Funds Transfer – Direct Deposit Authorization
Participant, Retiree
Yes
F-41
Defined Benefit, Hybrid Plan
Beneficiary Change for Period Certain Payments
Participant, Retiree
No
F-79
Defined Benefit, Defined Contribution, Hybrid Plan
Reciprocal Units (Act 88) - Resolution
Employer
No
MD-001
457 Program, Defined Benefit, Defined Contribution, Health Care Savings Program, Hybrid Plan
Personal Information
Participant
Yes
MD-369
Hybrid Plan
Adoption Resolution
Employer
No
MD-369b
Hybrid Plan
Admin Order Adopting MERS Hybrid
Employer
No
MD-370
Hybrid Plan
Adoption Agreement
Employer
No
MD-371
Hybrid Plan
Loan Addendum
Employer
No
MD-303
Hybrid Plan
Beneficiary Designation
Participant
Yes
MD-304
Hybrid Plan
Incoming Direct Rollover
Participant
No
MD-300
Hybrid Plan
Enrollment Kit
Employer, Participant
No
FN-003
457 Program, Defined Contribution, Health Care Savings Program, Hybrid Plan, Investment Services Program, Retiree Health Funding Vehicle
ACH Debit Request - Automated Transfer Authorization
Employer
No
MD-302
Hybrid Plan
Investment Change
Participant
Yes
F-27
Defined Benefit, Defined Contribution, Hybrid Plan
Other Governmental Service Application
Participant
No
F-74
Hybrid Plan
Model EDRO
Participant
No
DB-001c
457 Program, Defined Benefit, Defined Contribution, Health Care Savings Program, Hybrid Plan, Investment Services Program, Retiree Health Funding Vehicle
Resolution Establishing Authorized Signatories for MERS Contracts and Service Credit Purchase Approvals
Employer
No