Follow the steps to successfully fill out the form online.

1. Press the ‘Get Form’ button to access the form; this will open the document in your editor for review and completion.
2. Complete Section A if you wish to request a one-time transaction. Provide the name, business (if applicable), fax number, or mailing address of the party to whom the information should be sent. Specify the document(s) required and include a contact number for follow-up if necessary.
3. If you need ongoing access to your PSERS account information by other individuals, complete Section B. Here, list the name of the individual(s) authorized to access your information, state their relationship to you, and indicate how long you want this authorization to remain valid.
4. In Section B, make sure to specify any information that should not be released to the named individuals. This ensures control over your personal information.
5. Complete Section C by providing your signature and the date. If applicable, ensure that your authorized representative signs as well. This section certifies your authorization for the release of information.
6. Print the completed form, and provide your handwritten signature. Date the form and prepare it for submission by either faxing or mailing it to PSERS at the address or fax number provided at the top.

Complete your document online today to ensure your information is processed efficiently.