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Option designation 2026

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The document outlines the option designation process for members of the Pennsylvania Public School Employees' Retirement System (PSERS) regarding retirement payment plans after the death of a member. It details various options for beneficiaries, including maximum benefits, reduced retirement allowances with designated beneficiaries or survivor annuitants, and a special option requiring additional approval. Members must select their preferred plan and provide necessary information to ensure proper distribution of benefits.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Social Security Number (SS#) and name at the top of the form.
Select your preferred Monthly Payment Plan. Complete only the section for the plan you wish to choose, leaving others blank. Remember, your selection is irrevocable.
If choosing Option 1, acknowledge that you will receive a reduced retirement allowance and designate one or more beneficiaries in Section B/C of the 'Nomination of Beneficiaries' form.
For Option 2, provide the name of your Survivor Annuitant and ensure to attach a copy of their birth certificate.
If selecting Option 3, similarly designate your Survivor Annuitant and include their details along with a birth certificate copy.
For any Special Options, specify your payment plan details in the attached letter and ensure all information is complete before signing.

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Versions	Form popularity	Fillable & printable
2015	4.9 Satisfied (524 Votes)

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psrs 631 form

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