Get Refund Counseling Checklist (sers-351). Refund Counseling Checklist (sers-351) Non-pdf Form

The Refund Counseling Checklist (SERS-351) is an essential document for individuals seeking to understand their refund options within the State Employees' Retirement System. This guide will provide you with clear, step-by-step instructions to efficiently complete the form online.

Follow the steps to accurately fill out the Refund Counseling Checklist (SERS-351).

1. Press the ‘Get Form’ button to access the Refund Counseling Checklist (SERS-351) Non-PDF Form and open it in your designated editor.
2. Enter your social security number in the designated field. Ensure that you provide accurate information to avoid delays.
3. Fill in your name, including first, middle, and last name. Use complete names as they appear in official documents.
4. Input your credited service information. Ensure that the total credited service time is correctly reflected.
5. Indicate your region by entering the appropriate code or details in the provided section.
6. Enter your current member contributions total in the specified field, ensuring accuracy to facilitate processing.
7. Designate the counselor’s name in the provided area, confirming their support in your refund process.
8. Review the checklist for eligibility conditions and requirements for refund processing and ensure that you acknowledge all provided statements.
9. Sign and date the form in the designated signature section to verify your understanding and agreement to the terms laid out.
10. Once completed, save your changes, and select options to download, print, or share the form as necessary.

Get started now by completing your Refund Counseling Checklist (SERS-351) online.