Get Application For Annuity - State Employees' Retirement System

Filling out the application for annuity is a crucial step for members of the State Employees' Retirement System. This guide provides a clear, step-by-step process to help you complete the form accurately and efficiently, ensuring a smooth transition into your retirement benefits.

Follow the steps to effectively complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal information in Part 1. Enter your first, middle, and last name, date of birth, street address, city, state, and ZIP code. Make sure to attach appropriate documentation for your date of birth.
3. Complete the member information section, including your employee ID and last employing agency or department, if applicable. List your phone number and sex in the designated fields.
4. In Part 2, review the retirement counseling checklist. Ensure that you have received explanations about creditable State service and non-State service, multiple service options, any potential debt implications, and the effects of withdrawing contributions.
5. Proceed to Part 4 to decide whether you want to withdraw any money. If so, indicate whether you prefer a lump sum or installments and specify the details accordingly.
6. In Part 6, select your preferred monthly payment plan option. Read carefully about each option, including Maximum Single Life Annuity, Option 1, Option 2, Option 3, and Special Option 4. Choose and initial beside your selected option.
7. Once you have completed the necessary sections, check Part 7 for federal income tax withholding preferences. Specify your marital status and the number of allowances, if applicable.
8. In Part 8, provide names and details of your principal and contingent beneficiaries. Ensure that the beneficiary percentages add up to 100%.
9. Fill out Part 9 by designating a survivor annuitant. Include their details such as full name, date of birth, address, and relationship to you.
10. Following the previous sections, complete any additional required parts like Parts 10, 11, 12, and 13, ensuring all certifications and declarations are duly signed and witnessed.
11. After filling out all necessary sections, review the entire application for accuracy. You can then save changes, download, print, or share the completed form as needed.

Complete your APPLICATION FOR ANNUITY online today to secure your retirement benefits.