Pennsylvania sers form get 2026

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The document outlines the process for setting up direct deposit for pension payments from the Pennsylvania State Employees' Retirement System (SERS). It includes instructions for completing a payee agreement, requirements for attaching a voided check, and details on how to authorize SERS to deposit monthly pension payments into a specified bank account. The document also specifies that the first payment will be made by check and includes provisions for changes to account information.

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Click ‘Get Form’ to open it in the editor.
In Part I, enter your full name, Social Security Number (SSN), and contact information including your address and telephone number.
Select your payee type by checking the appropriate box: SERS Member, Survivor/Beneficiary, or Alternate Payee. If applicable, provide the member's SSN.
Indicate the action you wish to take by checking all that apply: Start Direct Deposit or Change Account Number.
Choose your account type (Checking or Savings). Remember to attach a voided check for the selected account type.
Sign and date the authorization at the bottom of Part I to confirm your request.
If depositing into a savings account, have your financial institution complete Part II with their details including ACH Routing Number and Account Number.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How long do you have to work for the state of PA to get a pension?

SERS normal retirement age is 65, 60, 55, or 50 depending on your class of service, which is listed on your annual member statements.

What is the average pension for PA state employees?

In the SERS defined benefit pension plan, your benefit is defined by a calculation that considers your years of service and salary. Your benefit grows each year based on an annual benefit accrual rate and, when you retire, is paid to you in equal monthly payments for your lifetime.

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