Get Refund/rollover Request - Colorado Pera - Copera

Completing the Refund/Rollover Request form for Colorado PERA is a crucial step in managing your retirement funds. This guide will provide clear, step-by-step instructions to ensure that users, regardless of their experience with legal documents, can successfully navigate the online process.

Follow the steps to complete your Refund/Rollover Request form accurately.

1. Press the ‘Get Form’ button to access the Refund/Rollover Request form. This will open the document in your online editor for completion.
2. Start by entering your personal information in the designated fields. Include your name, address, and day-time phone number as they appear on your Social Security card to ensure consistency.
3. Indicate your choice between refunding or rolling over your Defined Benefit Plan account. If opting for a rollover, specify the percentage or exact dollar amount to be rolled over to your chosen financial institution.
4. Read the Member Certification section carefully. You must acknowledge and understand the implications of your decision, including the forfeiture of future benefits and any applicable tax consequences.
5. Sign the form in the Member Signature section. Ensure that you also include the date of signing.
6. Obtain notarization for your signature. You may visit a local notary, and have them complete the Notary Public section on the form.
7. If applicable, ensure that your former employer fills out the Termination Certification section, confirming your employment termination details.
8. Review your completed form for accuracy. Check that all required fields are filled and that all signatures, including notarization, are in place.
9. Finally, submit the original signed form to the PERA office. Make sure to keep a copy for your records.

Complete your Refund/Rollover Request online today to secure your retirement benefits effectively.