Get the free PERS to SERS Auto-Transfer - Washington State Legislature - leg wa

PEERS to SEES AutoTransfer Background The School Employees Retirement System (SEES) was opened on September 1, 2001. On that day, all educational employees in eligible positions who were previously

How to fill out pers to sers auto-transfer

How to fill out pers to sers auto-transfer:

1. Obtain the necessary form: Begin by obtaining the form required for the pers to sers auto-transfer. This form can usually be found on the official website of the retirement system or pension administration.
2. Provide personal information: Fill out the form with your personal information, such as your full name, contact details, and social security number. Make sure to double-check all the information provided to avoid any errors.
3. Indicate retirement system details: Provide the necessary details regarding your current retirement system, including the name of the system and the identification number associated with your account.
4. Specify sers auto-transfer: Clearly indicate that you want to initiate an auto-transfer of your retirement benefits from the pers system to the sers system. This may require selecting a specific option or checking a box on the form.
5. Sign and date the form: At the end of the form, you will likely be required to sign and date it. Make sure to read any instructions or disclaimers provided and comply with the requirements. Your signature confirms that the information provided is accurate to the best of your knowledge.

Who needs pers to sers auto-transfer?

1. Public employees: Public employees who are part of the pers retirement system and are planning to switch to the sers system may need to initiate the pers to sers auto-transfer process.
2. Employment change: Individuals who have changed their employment from a position covered under pers to a position covered under sers may need to make the transfer to ensure their retirement benefits are properly managed.
3. Transitioning to a different retirement system: Anyone choosing to transition from the pers system to the sers system for any reason, such as better benefits or job opportunities, may need to go through the pers to sers auto-transfer process.

Please note that the specific requirements and process may vary depending on your location and the retirement systems involved. It is advisable to consult with the relevant retirement system or seek professional guidance to ensure you complete the auto-transfer accurately and in compliance with all rules and regulations.

For pdfFiller’s FAQs

What is pers to sers auto-transfer?

Pers to sers auto-transfer is the process of transferring retirement contributions and service credits from the Public Employees' Retirement System (PERS) to the State Employees' Retirement System (SERS) automatically.

Who is required to file pers to sers auto-transfer?

Employees who are moving from a position covered by PERS to a position covered by SERS are required to file pers to sers auto-transfer.

How to fill out pers to sers auto-transfer?

To fill out pers to sers auto-transfer, employees should contact their HR department or retirement office for the necessary forms and instructions.

What is the purpose of pers to sers auto-transfer?

The purpose of pers to sers auto-transfer is to ensure that retirement contributions and service credits are seamlessly transferred when an employee changes retirement systems.

What information must be reported on pers to sers auto-transfer?

Employees must report their personal information, employment history, retirement contributions, and service credits on pers to sers auto-transfer forms.

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