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Get the free MSERS Refundrollover Application Form Mass.gov

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Massachusetts Department of Revenue Division of Local ServicesROLLOVER UTILITIES RPI VERSION 32/14/2006 Sean R. Cronin, Senior Deputy Commissioner of Local Services Kirsten Shire, Deputy Director
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How to fill out msers refundrollover application form

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How to fill out msers refundrollover application form

01
Obtain the MSERS refund/rollover application form. You can usually find it on the website of the Massachusetts State Employees' Retirement System (MSERS) or request a copy from their office.
02
Fill out your personal information, including your full name, address, social security number, date of birth, and contact information.
03
Provide details about your employment history. This may include the names of your employers, dates of employment, and job titles held.
04
Indicate whether you want to request a refund of your contributions or rollover your funds to another retirement plan. Choose the appropriate option and provide any necessary details.
05
If you choose to rollover your funds, include the details of the receiving retirement plan, such as the name, account number, and contact information.
06
Sign and date the form to certify that the information provided is accurate and complete.
07
Submit the completed form to the MSERS office by mail or in person. Make sure to include any required supporting documentation, such as a copy of your identification or proof of termination from employment.

Who needs msers refundrollover application form?

01
The MSERS refund/rollover application form is needed by individuals who are eligible for a refund of their contributions or want to rollover their funds to another retirement plan. This includes current and former Massachusetts state employees who are members of the MSERS.
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The MSERS Refund/Rollover Application Form is a document used by members of the Massachusetts State Employees' Retirement System (MSERS) to request a refund or rollover of their pension contributions.
Individuals who are members of MSERS and wish to withdraw their retirement contributions or roll them over into another retirement account are required to file the MSERS Refund/Rollover Application Form.
To fill out the MSERS Refund/Rollover Application Form, applicants must provide personal information such as their name, social security number, employment details, and specify whether they are requesting a refund or a rollover.
The purpose of the MSERS Refund/Rollover Application Form is to facilitate the process for members to either withdraw their contributions from the retirement system or transfer them to a qualified retirement plan.
The form requires personal identification details, account information, the type of request (refund or rollover), and the recipient account information if applicable.
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