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Get Mtrs Retirement Application Part 2
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How to fill out the Mtrs Retirement Application Part 2 online
Filling out the Mtrs Retirement Application Part 2 online is an essential step for users preparing for retirement. This guide provides clear, step-by-step instructions to help individuals navigate the process with ease.
Follow the steps to complete your retirement application successfully.
- Click ‘Get Form’ button to obtain the necessary form and complete it in the online editor.
- Enter your details in Section 1. Fill in your name, social security number, and MTRS member number accurately. Select the type of retirement you are applying for: Superannuation/Regular, Superannuation/RetirementPlus, or Involuntary termination.
- Finalize your intended retirement date and the name of the school district. Ensure all details are correct before proceeding.
- In Section 2, verify your service history. Indicate if your service was full-time or part-time, and attach additional sheets if required.
- Section 3 requires you to provide your five-year salary history. Specify contract types and periods, focusing on your highest three consecutive years of salary.
- In Section 4, provide current monthly earnings and deductions from the last six months prior to separation. Confirm the date of your last paycheck.
- For Section 5, report salary data, ensuring to include accurate actual salaries and attach explanations if there are discrepancies.
- Complete Section 6 if applicable, detailing any Workers’ Compensation received during your service period.
- In Section 7, obtain necessary signatures from school department officials, ensuring all required documents are attached.
- Finally, review all sections for completeness, save your changes, and opt to download, print, or share the form as needed.
Complete your Mtrs Retirement Application Part 2 online today for a smooth retirement process.
You are eligible to retire with a regular, superannuation retirement allowance when you: (a) have 20 years of creditable service, regardless of your age, or (b) are at least age 55 and you have at least 10 years of creditable service.
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