Get Form 14, Survivor Retirement Application - Pers - Mississippi

Filling out the Form 14, Survivor Retirement Application for the Public Employees’ Retirement System in Mississippi can seem daunting. However, this guide will provide you with clear and concise instructions, enabling you to complete the application online with ease.

Follow the steps to complete your application accurately and efficiently.

1. Begin by locating and pressing the ‘Get Form’ button to access the Form 14. This will allow you to open the document for completion.
2. In the survivor information section, provide your details. Include your relationship to the deceased, first name, middle initial, last name, gender, social security number, birth date, email address, mailing address, city, state, zip code, and phone number, indicating whether the number is cellular, home, or work.
3. For the retirement plan section, select the applicable retirement plan by checking the corresponding box. The options include the Public Employees’ Retirement System of Mississippi, Mississippi Highway Safety Patrol Retirement System, Supplemental Legislative Retirement Plan, or Municipal Retirement System.
4. Next, move to the deceased member information section. Include the deceased member's first name, middle initial, last name, social security number, birth date, and death date. Attach relevant birth and death certificates if they are not already on file with PERS.
5. In the federal tax withholding preferences section, choose one option for how federal taxes are to be withheld from your monthly benefit payment. Indicate your marital status and the total number of exemptions claimed.
6. If preferred, specify an additional amount to be withheld from each monthly payment or indicate that you do not wish for federal withholding tax to be deducted.
7. In the optional monthly cost-of-living adjustment (COLA) election, decide if you would like to receive the COLA in 12 equal monthly installments or as an annual lump sum. Make your choice by checking the box accordingly.
8. Provide your bank account information for direct deposit. Attach a voided check and fill in the bank name, account type, account owner’s full name, social security number, routing number, and account number.
9. Finally, sign the applicant authorization section. If you are signing on behalf of someone else, ensure you attach the necessary legal documents to validate your authority to sign.
10. Once you have filled in all required fields and attached relevant documents, ensure to save your changes. You can download, print, or share the completed form as needed.

Complete your Form 14 online now to ensure timely processing of your retirement application.