Get Perf Retirement Application

This guide aims to simplify the process of completing the PERF Retirement Application online. It breaks down each section of the application form, offering clear instructions to help users navigate the process confidently.

Follow the steps to complete your application effectively.

1. Click the ‘Get Form’ button to obtain the PERF Retirement Application and open it in the online editor.
2. Fill in your member information, including your Social Security number, pension ID number, and basic personal details such as your name and address. Ensure that all required fields are accurately completed.
3. Select your desired pension option, understanding the implications for your monthly benefits based on the chosen option. Carefully review the options available, as they impact your understanding of future benefit payments.
4. If you're opting for a beneficiary payment, designate a primary and contingent beneficiary as required. Provide necessary documentation, such as birth records for any beneficiaries.
5. Complete any required naming of joint survivor beneficiaries if applicable, specifically for select pension options. Ensure all necessary details are included.
6. Elect your ASA contributions and choose how any additional contributions should be handled. Make a clear choice regarding any trailing contributions from your account.
7. Election for ASA tax withholding must be completed if applicable. Choose the tax withholding preference that reflects your financial situation accurately.
8. Have your application notarized, ensuring the notary affirms the information on the form to validate your application.
9. Complete the direct deposit form to facilitate automatic deposits of your retirement benefits into your bank account. This step simplifies the receipt of your monthly payments.
10. Review your application. Use the Retirement Application Checklist to ensure all fields are completed, and necessary documentation is included.
11. Submit your completed application online, ensuring all attachments and documentation are properly submitted.

Now that you're equipped with the necessary steps, proceed to fill out your PERF Retirement Application online with confidence.