Get Pa Psrs-928 2012-2026

The PA PSRS-928 form is essential for rolling over eligible distributions to the Pennsylvania Public School Employees’ Retirement System (PSERS). This guide provides clear and detailed instructions on how to complete the form online, ensuring a smooth and efficient submission process.

Follow the steps to accurately fill out the PA PSRS-928 form.

1. Click ‘Get Form’ button to obtain the form and open it in an accessible editor.
2. Complete the member information section. This includes providing your full name, address, social security number, date of birth, and contact information. Ensure accuracy, and check the box if you have a new address.
3. Indicate the maximum rollover amount. Enter the amounts for the purchase of service and for eliminating the effects of a frozen annuity as applicable, along with the total amount. Remember that the total should not exceed the amount due to PSERS.
4. Fill out the rollover certification section. If you are completing a participant rollover, you will need to certify the eligibility of the funds for rollover. Select the appropriate distribution source from the provided options.
5. If this is a direct rollover, ensure that the financial institution representative completes their section, providing their authorized signature and date. If this is a participant rollover, you must sign and date where indicated.
6. Once all fields are completed accurately, you can save your changes. The final options allow you to download, print, or share the completed form as needed.

Complete your PA PSRS-928 form online today for a seamless rollover process.