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  1. This change will be effective _____ (Check one - if an account type is not selected, the benefit cannot be processed.) I hereby authorize and request the Pennsylvania State Employees’ Retirement System (SERS) to direct my monthly pension

  2. Defined Benefit Plan Forms. Within days of your enrollment in SERS, we send a packet of information to your home. Please read it carefully and double check the information we provide to ensure that it is accurate.

  3. You can change your direct deposit information anytime through your Member Self-Service (MSS) account on the "My Retirement Information" page. Alternatively, you may complete, print, and submit to PSERS an Authorization for Direct Deposit – Electronic Transfer of Monthly Payment (PSRS-116) form.

  4. Members complete this form to provide financial institution data that allows PMRS to direct deposit monthly annuity payments and, potentially, other payments, if applicable. When must the form be submitted? This form must be submitted prior to retirement and the beginning of monthly annuity payments and updated whenever there is a change in ...

  5. By signing this form, I hereby authorize and request the Pennsylvania State Employees’ Retirement System to change my name to the current one listed here. I understand that this change of name will not alter any direct deposit arrangements I may have.

  6. Authorization for Direct Deposit - Electronic Transfer of Monthly Benefit Page 1 of 1 Payee Agreement: I hereby authorize and request the Pennsylvania Public School Employees' Retirement System (PSERS) to direct the net amount of my monthly benefit for electronic deposit to the financial institution and account number indicated below.

  7. Member Forms. To avoid delays or errors, before you complete an application for retirement or disability retirement form, PSERS strongly suggests you attend one of our retirement exit counseling sessions in your area presented by a PSERS retirement representatives.

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