Get Form 5w: Emergency Request To Waive Refund ... - Pers - Ms.gov

Filling out the Form 5W: Emergency Request To Waive Refund is an important process for members of the retirement system seeking to manage their benefits efficiently. This guide provides clear instructions on how to complete the form online, ensuring that you have all the necessary information at your fingertips.

Follow the steps to successfully complete the online form.

1. Use the ‘Get Form’ button to access the form. This will allow you to download and open it in the necessary interface for completion.
2. Begin by filling out the member information section. Provide your first name, middle initial (if applicable), last name, gender, social security number, date of birth, email address, and your mailing address, including city, state, and zip code. Make sure to include a phone number, specifying if it is a cellular, home, or work number.
3. Select your retirement plan from the options provided, ensuring you check the appropriate box corresponding to your plan, such as the Public Employees’ Retirement System of Mississippi.
4. In the lump sum distribution election section, choose either 'Refund to Member' or 'Rollover Distribution'. If opting for additional federal tax withholding, enter the desired amount.
5. Read and acknowledge the applicant authorization statement. Sign and date the form in the designated areas. Ensure your signature is clear, as this identifies your consent and understanding of the terms.
6. If applicable, ensure that the employer certification section is completed by an authorized representative from your workplace. This may include providing details regarding your position, employment dates, and signature of the employer representative.
7. Once all sections are filled out correctly, review your completed form for accuracy. You may then proceed to save changes, download, print, or share the form as needed.

Begin completing your Form 5W online to ensure efficient processing of your emergency refund request.