Get Ms Pers Form 5 2018-2025

The MS PERS Form 5 is essential for individuals seeking a refund from their retirement contributions with the Public Employees' Retirement System of Mississippi. This guide will provide detailed, step-by-step instructions to help users fill out the form accurately and efficiently.

Follow the steps to complete the MS PERS Form 5 online

1. Click the ‘Get Form’ button to access the form and open it for editing. Ensure that you have the correct tools to complete the form electronically.
2. Fill out the member information section. Provide your first name, middle initial, last name, gender, social security number, birth date, email address, and mailing address where your refund check should be sent.
3. Indicate your phone number and select the applicable type, such as cellular, home, or work. This information ensures the retirement system can reach you if necessary.
4. Choose a lump sum distribution election. You can select either 'Refund to Member' or 'Rollover Distribution.' If opting for a refund, acknowledge the tax implications and specify any additional federal tax withholding.
5. Consent to the applicant authorization by acknowledging the Special Tax Notice Regarding Plan Payments. Your signature here indicates you understand the consequences of accepting the refund.
6. Complete the employer certification section if applicable. This part must be filled out by an authorized employer representative and includes information about your job title, termination dates, and employer details.
7. Review the entire form for accuracy. Ensure all fields are filled out correctly and that any necessary attachments are included. This is crucial for preventing delays in processing your application.
8. Once you have filled out the form, you can save your changes, download a copy for your records, print it, or share it as needed. Make sure to follow the submission instructions provided on the form.

Complete your MS PERS Form 5 online today to ensure a smooth refund process.