Get Form 4101

Filling out Form 4101 is an essential step for individuals seeking a refund from their retirement contributions with the South Carolina Retirement Systems. This guide provides clear and concise instructions to help users navigate the online form with ease.

Follow the steps to complete Form 4101 online

1. Use the ‘Get Form’ button to access the form and open it in your preferred digital format.
2. In Section I, indicate your request type by checking the appropriate box for 'refund request.' Fill in your personal details including last name, first and middle name, date of birth, and social security number. If applicable, provide your former or maiden name, mailing address, city, state, ZIP+4, and telephone number.
3. If you are the alternate payee under a Qualified Domestic Relations Order, check the provided box and include the member’s social security number.
4. Acknowledge your understanding of the refund process by confirming your application for a refund and the implications it has on your retirement rights. Sign and date the form.
5. In Section II, select your preferred payment method for your refund. You may choose a lump-sum payment or a rollover option, making sure to complete the necessary information for your choice.
6. If you opted for a direct or partial rollover in Section III, provide the required details such as account types, account number, and the name of the trustee or plan where the funds will be sent.
7. Ensure to attach a clear copy of your current driver's license or state-issued identification card as required.
8. Review the entire form for accuracy before finalizing. Once completed, you can save your changes, download the document, print it, or share it as necessary.

Complete your Form 4101 online today and ensure a smooth processing of your retirement refund.