Advanced Application Form for Retirement Benefits
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.
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How do I fill this out?
Filling out this form requires you to provide accurate personal information. Ensure you have relevant documentation like birth and marriage certificates handy. Follow the instructions carefully to complete each section.
How to fill out the Advanced Application Form for Retirement Benefits?
1
Obtain the necessary documents such as your birth certificate.
2
Fill in member information including name, gender, and Social Security number.
3
Select your retirement plan and benefit payment options.
4
Designate your beneficiaries with required documentation.
5
Review your application and submit it as instructed.
Who needs the Advanced Application Form for Retirement Benefits?
1
Current employees of the state who are nearing retirement.
2
Survivors of deceased members wishing to claim benefits.
3
Divorced spouses seeking pension benefits after a marriage.
4
Employees who wish to change their retirement plan options.
5
Individuals needing clarity about their retirement benefits.
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What are the instructions for submitting this form?
To submit this form, please mail or fax it directly to PERS at the provided contact information. You can fax your completed form to 601.359.6707. For mailed submissions, send your documents to 429 Mississippi Street, Jackson, MS 39201-1005. Ensure you keep a copy for your records before submission.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include submission deadlines typically set by PERS. Ensure you stay updated on any changes to retirement benefit policies that may affect your application. Regularly check the PERS website for announcements or deadlines in 2024 and 2025.
What is the purpose of this form?
The purpose of this form is to formally apply for your retirement benefits from the Public Employees' Retirement System of Mississippi. By completing this document, you provide PERS with necessary information to process your retirement requests. This ensures that your wishes are honored and that beneficiaries receive the correct benefits in the event of your passing.
Tell me about this form and its components and fields line-by-line.
- 1. Member Information: Personal details including name, Social Security number, and birth date.
- 2. Retirement Plan: Options to select the applicable retirement plan.
- 3. Benefit Payment Options: Selection of how benefits will be distributed.
- 4. Beneficiary Designation: Listing of primary and secondary beneficiaries and their details.
- 5. Applicant Authorization: Confirmation of understanding and agreement of terms.
What happens if I fail to submit this form?
Failure to submit this form may result in delayed processing of your retirement benefits. Without a timely submission, your beneficiaries may not receive their entitled benefits. It could also lead to complications in your retirement planning.
- Benefit Delays: Your retirement application may be processed late, delaying benefits.
- Incorrect Disbursement: Benefits may be misallocated if your wishes are not on file.
- Legal Complications: Beneficial claims can result in disputes if required documentation is missing.
How do I know when to use this form?
- 1. Preparing for Retirement: Use this form as part of your retirement application process.
- 2. Updating Beneficiary Information: Submit this form to change beneficiaries associated with your retirement plan.
- 3. Changing Retirement Plans: File this form if you wish to alter your chosen retirement benefits plan.
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