Sers pa 2026

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The document is a form from the Commonwealth of Pennsylvania's State Employees' Retirement System (SERS) for setting up or changing direct deposit of annuity payments. It includes instructions for the payee to complete their information and have their financial institution fill out part of the form. The document outlines the process for initiating or modifying direct deposit arrangements, ensuring that monthly benefit checks are credited to the designated account.

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Click ‘Get Form’ to open it in the editor.
Begin with Part I, where you will enter your personal information. Fill in your name, Social Security number, telephone number, and address accurately.
Select the action you wish to take by checking the appropriate boxes. You can choose to start direct deposit, change financial institutions, or stop direct deposit.
Indicate your type of payee by checking one of the options: Member, Survivor, or Alternate Payee.
Sign and date the form at the bottom of Part I to authorize SERS for direct deposit.
Next, provide this form to your financial institution for them to complete Part II. They will need to fill in their details and sign as well.

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