Get Instruction Sheet For Annual Contribution Report

Completing the INSTRUCTION SHEET FOR ANNUAL CONTRIBUTION REPORT online is an important step for employees affected by reclassification or transfer within the Kansas Board of Regents. This guide will walk you through each section of the form, providing clear and detailed instructions to ensure a smooth filing process.

Follow the steps to complete your form accurately.

1. Click the ‘Get Form’ button to access the form and open it in the editor.
2. In Part A, provide your member information. Enter your Social Security Number and your full name, including first name, middle initial, and last name.
3. Proceed to Part B if you are a member of KPERS or KP&F and have been reclassified or transferred. Select one option to indicate whether you continue participation in your current retirement system or opt for the Kansas Board of Regents Mandatory Retirement Plan. Sign the form and date it accordingly.
4. If you are currently participating in the Kansas Board of Regents Mandatory Retirement Plan, go to Part C. Choose one option to either continue with your current plan or switch to KPERS/KP&F. Again, provide your signature and the date.
5. Part D is for your employer’s certification. Your employer must complete this section by providing the date of your reclassification or transfer, your new position number, employer name, and KPERS employer number. The designated agent should then sign and date this section.
6. After all sections are completed, you may save your changes, download the form for your records, print it, or share it as necessary.

Complete your INSTRUCTION SHEET FOR ANNUAL CONTRIBUTION REPORT online to ensure compliance with your retirement plan election.