Get Form 5c Of Pers Of Ms

Filling out the Form 5c of Pers of Ms online is an important step in managing your retirement distribution options. This guide provides detailed instructions on how to complete the form correctly, ensuring you meet all requirements for a smooth submission.

Follow the steps to fill out the Form 5c of Pers of Ms online

1. Press the ‘Get Form’ button to access the form, which will open in your editing environment.
2. Provide your applicant information. Fill in your first name, middle initial, last name, and Social Security number. Indicate if you are the member or a beneficiary of a deceased member.
3. Select the applicable retirement plan by checking the box next to either the Public Employees’ Retirement System of Mississippi or any other relevant plan.
4. Choose your rollover distribution payment selection. Options include a full direct rollover of taxable and non-taxable distributions, partial direct rollover, or other choices. Clearly mark your selection and fill in any required amounts.
5. Sign and date the application in the applicant authorization section to confirm you have acknowledged the tax notice regarding plan payments.
6. Fill out the trustee/custodian information if applicable. Provide the name, federal tax ID, mailing address, and rollover account details.
7. Review all entries for accuracy and completeness before finalizing your application.
8. Once completed, save your changes. You can then choose to download, print, or share the form as needed.

Complete your Form 5c online today to manage your retirement distribution effectively.