How to use or fill out sers 254 form pa with our platform
- 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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