Get Defined Benefit Plan Direct Deposit Of Pension ...

Filling out the defined benefit plan direct deposit of pension form online can streamline your pension payment process. This guide will provide you with clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your direct deposit form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete Part I of the form, which is the payee agreement. Fill in your full name, social security number, street address, telephone, and city, state, zip code.
3. Select your payee type by checking one of the options: SERS member, survivor/beneficiary, or alternate payee. If applicable, provide the member's SSN if the payee is not a SERS member.
4. Indicate any actions to be taken by checking all that apply, such as starting direct deposit or changing the account number or financial institution.
5. Select your account type by checking either the checking or savings option. Remember to attach a voided check if you choose checking.
6. Sign and date the authorization section, confirming that you authorize the Pennsylvania State Employees’ Retirement System to direct your monthly pension payment to the account indicated.
7. If you are depositing into a savings account, have your financial institution complete Part II of the form. This includes providing the ACH routing number, account number, financial institution name, and their authorized signature.
8. Review all entries for accuracy before finalizing. Once complete, save changes, download, print, or share the form as needed.

Complete your defined benefit plan direct deposit form online today.