Get Pa Sers-123 2012-2025
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How to fill out the PA SERS-123 online
The PA SERS-123 form is essential for establishing direct deposit of annuity payments from the Pennsylvania State Employees' Retirement System. This guide provides clear, step-by-step instructions to help you complete the form easily and ensure your annuity payments are transferred directly to your financial institution.
Follow the steps to complete the PA SERS-123 online.
- Click the ‘Get Form’ button to access the PA SERS-123 form and open it in your preferred editor.
- In Part I, enter your full name in the designated fields, including first, middle, and last names. Provide your Social Security number and telephone number for contact purposes.
- Input your street address, city, state, and zip code to ensure accurate identification and correspondence.
- Select the actions you wish to take by checking the appropriate boxes: 'Start Direct Deposit,' 'Change Financial Institution,' or 'Stop Direct Deposit.'
- Indicate your type of payee by checking one of the options: 'Member,' 'Survivor,' or 'Alternate Payee.'
- Provide the date that you wish for the changes to take effect in the designated field.
- Sign and date the form in the space provided to authorize the direct deposit request. Ensure your signature matches the name provided.
- Complete Part II by having your financial institution fill out their name, address, telephone number, and authorized signature. They will also need to indicate the date.
- Review all entries for accuracy. Save any changes made to the form, and then download, print, or share the completed document as necessary.
Begin filling out your PA SERS-123 form online to ensure timely processing of your direct deposit requests.
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