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Get the free Service Retirement Election Application (PERS-BSD-369-S)

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RETIREMENT PLAN FOR CHICAGO TRANSIT AUTHORITY EMPLOYEES SURVIVING SPOUSE BENEFIT ALLOWANCE APPLICATIONWITH NOTARY Date: SURVIVING SPOUSE NO. TO THE BOARD OF TRUSTEES: I hereby make application for
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How to fill out service retirement election application

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How to fill out service retirement election application

01
Start by downloading the service retirement election application form from your employer or retirement system's website.
02
Read the instructions carefully before filling out the form.
03
Provide your personal information such as name, date of birth, and social security number.
04
Fill in your employment history including the names of your employers, job titles, dates of employment, and any breaks in service.
05
Indicate your desired retirement date and choose the retirement option that best suits your needs.
06
If you have any eligible beneficiaries, provide their information as required.
07
Review the completed form to ensure accuracy and attach any necessary supporting documents such as birth certificates or marriage certificates.
08
Sign and date the application form.
09
Submit the completed form to your employer or retirement system according to their instructions.
10
Keep a copy of the application for your records.

Who needs service retirement election application?

01
Any employee who is eligible for retirement benefits and wishes to retire from their current job needs to fill out a service retirement election application. This includes employees who have reached the retirement age or have met the service requirements specified by their employer or retirement system.
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The service retirement election application is a form that must be completed by employees who wish to retire and receive retirement benefits.
All employees who wish to retire and receive retirement benefits are required to file the service retirement election application.
Employees can fill out the service retirement election application by providing personal information, employment history, retirement election option, and beneficiary information.
The purpose of the service retirement election application is to formally notify the employer of the employee's intention to retire and to select a retirement benefit option.
Employees must report personal information, employment history, retirement election option, and beneficiary information on the service retirement election application.
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