Retirement Plans Documents

This document details the Supplemental Employee Retirement Plan (SERP) and the Early Retirement Incentive (ERI) for eligible employees. It includes important FAQs, benefits, eligibility requirements, and instructions for participation. This is a must-read for employees considering early retirement options.

This file contains the Winter 2023-24 newsletter for ERS, detailing retiree benefits, annuity payment dates, and wellness programs. It provides essential tax information and updates regarding health coverage. Stay informed about changes that affect your retirement benefits and health care options.

This form is essential for institutional plan participants to request their required minimum distributions. It provides clear guidance on how to complete the RMD request accurately. Ensure you follow the instructions to avoid penalties and ensure timely processing.

This form is for NYCERS members wishing to buy back military service credit. It includes guidelines, eligibility, and submission instructions. Ensure you have all required documentation before applying to maximize benefits.

This document provides instructions for the Citibank IRA Contribution Form. Users can learn how to fill out the form correctly and submit it. It includes details about accounts and relevant notices.

This file provides details about the Electronic Funds Transfer (EFT) authorization for monthly benefits. It includes instructions and information on how to fill out the form correctly. Essential for benefit recipients looking to set up electronic deposits.

This guide provides essential instructions for withdrawing money from your retirement plan. Understand your options and fill out the necessary forms accurately. Make informed decisions about your retirement planning with our helpful insights.

This document outlines the Defined Contribution Retirement Plan. It includes the Basic Plan Document and Adoption Agreement provisions. Ideal for employers and participants looking to understand the retirement plan setup.

This document is the Advanced Application Form for retirement benefits under the Public Employees' Retirement System of Mississippi. It must be completed and filed to ensure that your benefit allocation wishes are followed after your death. Ensure your form is on file with PERS at the time of your passing to facilitate correct processing.

This file provides essential information and instructions for filling out the North Carolina Total Retirement Plans Form 703 related to short-term disability benefits. Users must report any earnings while receiving these benefits each month. It is crucial for maintaining eligibility for benefits.

This TRS Benefits Handbook offers essential information regarding retirement benefits for Texas educators. It outlines procedures, responsibilities, and relevant laws crucial for members. This resource is designed to facilitate understanding of the TRS retirement processes.

The Teachers' Retirement Fund My Choice Plan Handbook provides essential information for members about eligibility, contributions, and benefits. Users can navigate through various sections detailing the administrative structure and fund management. This handbook serves as a comprehensive guide for retirement planning in Indiana.