Get Nj Ep-0646 2018-2025

The NJ EP-0646 is a crucial form for members seeking to purchase additional service credit through a rollover or trustee-to-trustee transfer of funds. This guide will provide clear, step-by-step instructions to help you complete this form accurately and efficiently.

Follow the steps to fill out the NJ EP-0646 online.

1. Click ‘Get Form’ button to obtain the NJ EP-0646 form and open it in the editor.
2. In Section A, clearly type or print your name, telephone number, mailing address, and Social Security Number. Ensure that this information is accurate and complete.
3. In Section B, indicate the retirement system you belong to by checking one of the options: Public Employees’ Retirement System, Teachers’ Pension and Annuity Fund, State Police Retirement System, Police and Firemen's Retirement System, or Judicial Retirement System.
4. In Section C, select the type of distribution you are requesting by checking the appropriate box for either direct transfer from the New Jersey State Employees Deferred Compensation Plan, direct rollover from a 401(a), 401(k), or 403(a) Plan, direct rollover from an IRA, or direct rollover/transfer from a 403(b) Annuity or 457 Plan.
5. Also in Section C, specify the amount of funds you wish to transfer and indicate whether you will use rollover funds solely or alongside personal funds. Ensure that you include the correct amounts.
6. Forward the Rollover/Transfer Request form to your disbursing plan or financial institution for completion of Section D, which needs to be signed by the authorized plan administrator.
7. In Section E, certify and authorize the information provided. Confirm that you understand the tax consequences and sign and date the form.
8. Submit the completed Rollover/Transfer Request form, along with any required checks, to the Cash Receipts Section of the Division of Pensions & Benefits at the specified address.

Complete your NJ EP-0646 online today to ensure a smooth processing of your service credit purchase.