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