WebWe are legally bound to honor the last beneficiary form on file. Beneficiaries are plan specific, so if you contribute to more than one SERS retirement plan, you will need to name beneficiaries for each plan. Defined Benefit (pension) Plan You can access the Defined Benefit Pension Beneficiary Nomination Form at www.SERS.pa.gov ... WebIf the beneficiary designated by you at retirement dies first, you should select a new beneficiary. Please contact our office at 800-878-5853 to request a Beneficiary Designation form. This form must be signed. A POA cannot sign a beneficiary designation form on behalf of the retiree. Refund of Deceased Member’s Contributions
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http://www.sers.pa.gov/pdf/Forms/DefinedBenefitPlan-AuthorizationforDeathBenefitRollover.pdf WebIRS W-4P Annuitant Federal Income Tax Withholding - Call 1-800-633-5461 to request this IRS form with a SERS cover sheet pre-printed with your member information to allow the … Keep your beneficiary designation current . Let us know if your retirement benefits … Deferred Compensation Plan Enrollment Form. Deferred Compensation Plan … Keep your beneficiary designation current, if applicable. Change your designated … The Pennsylvania State Employees' Retirement System, serving our members … In a defined contribution plan, you pick how your money will be invested for … New Member Plan Comparison Calculator This calculator will estimate retirement … Without a beneficiary form on file for each individual plan, the assets from that plan … Detailed Holdings. Posted on an annual basis in late June, the following reports … cincinnati woman\u0027s club cincinnati oh
RETIRED MEMBERS: IRS RELEASED NEW FORM W-4P FOR 2024 - sers.pa.gov
Webyour form contains alterations, SERS might not acknowledge it; and your death benefit could be paid to your Estate. This form can be found at www.SERS.pa.gov. This form is not valid … WebCommonwealth of Pennsylvania - Public School Employees' Retirement System Authorization for Direct Rollover (Retirement) 5 N 5th Street Harrisburg PA 17101-1905 Toll-free: 1.888.773.7748 www.psers.pa.gov Fax: 717.772.3860 Mail Center 4704 http://sers.beta.pa.gov/pdf/Deferred_Compensation/Plan-Highlights.pdf cincinnati woman\\u0027s club cincinnati oh