Sers 254 form pa 2026

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The document from the Commonwealth of Pennsylvania's State Employees' Retirement System informs recipients about their entitlement to a lump sum payment, which can be rolled over into an IRA or other qualified plans. It outlines the procedures for direct rollovers, tax implications, and the importance of submitting rollover forms within 45 days to avoid tax withholding. Additionally, it provides instructions for completing the 'Authorization for Direct Rollover' form.

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Click ‘Get Form’ to open the sers 254 form in the editor.
Begin by completing PART 1, where you will enter your Social Security Number, name, and contact information. Ensure all details are accurate.
Indicate your reason for the rollover by checking the appropriate box: Refund, Retirement, or Installment.
Specify the amount you wish to rollover. You can choose 'All' or 'Partial' and enter the specific amounts for taxable contributions and pre-1987 contributions.
Sign and date the form at the bottom of PART 1 to affirm that all information is correct.
Forward the completed PART 1 to your Financial Institution for them to fill out PART 2.
Ensure that your Financial Institution completes their section accurately and returns it to SERS for processing.

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