Get Bers

This guide provides clear instructions on how to complete the Board of Education Retirement System (BERS) Tax Deferred Annuity Loan Application Form online. By following these steps, users can effectively navigate the form and ensure that their application is filled out correctly.

Follow the steps to complete your Bers application online

1. Press the ‘Get Form’ button to access the Bers application and open it in your preferred online editor.
2. Fill in your personal details, including your last name, first name, middle initial, and the last four digits of your Social Security Number. Ensure that all information is accurate.
3. Indicate your employment status and whether you are currently on a leave of absence. Select the appropriate box for either a permanent or temporary address.
4. Provide your cell phone number, home telephone number, and email address to ensure reliable contact information.
5. Select the type of loan you are applying for by choosing one box in the Loan Amount section. Ensure that your combined loan amounts do not exceed $50,000 unless you are applying for retirement.
6. Specify your repayment schedule by indicating the repayment amount or duration in months, which should not exceed 60 months. Note that the minimum repayment amount cannot be less than 2% of your gross salary.
7. Complete the section for electronic funds transfer if applicable. Provide the exact name of your financial institution, account type, and account details.
8. Acknowledge that you understand the terms and conditions of the loan application by signing and dating the form.
9. Save your completed information and follow any additional prompts to download, print, or share the form, as necessary.

Complete your BERS loan application online today to ensure timely processing.