Get Pa Sers Refund

Filing for a refund of member contributions and interest is an important step for individuals who are no longer part of the Pennsylvania State Employees' Retirement System. This guide provides clear, step-by-step instructions to help you complete the Pa Sers Refund form online with ease.

Follow the steps to successfully complete your Pa Sers Refund form.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In Part I, fill out your member information including your first name, middle name, last name, telephone number, street address, city, state, and ZIP code. Ensure accuracy as this information is essential for processing your refund.
3. Provide the date of your termination in the specified field. This date is necessary for the calculation of any interest owed to you.
4. In Part II, Section A, select your type of payment by checking one of the boxes. You can choose either a lump sum payment or installment payments.
5. If you choose installment payments, complete Section B by indicating the number of installments (up to four) and the specific amount for each installment payment along with the scheduled payment dates.
6. In Section C, indicate your method of distribution. If you want your taxable contributions and interest directly transferred to a qualified plan, select 'Yes' and ensure you submit the relevant authorization form. If you prefer to receive your refund at your home address, select 'No' and be aware of the tax withholding.
7. After filling out all sections, review your information for accuracy. Ensure all fields are complete and correct.
8. Lastly, sign and date the form in the designated areas to authenticate your application. This step is crucial as it indicates your understanding and acceptance of the terms outlined.
9. Once you have filled out and reviewed the form, save your changes, download a copy, print it for your records, and prepare to submit it to your regional counseling center.

Begin your process for a refund today by completing the Pa Sers Refund form online.