Form 9s miss retirement 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Member Information section. Enter your first name, middle initial, last name, mailing address, city, state, zip code, social security number, email address, and phone numbers. Ensure all information is accurate for seamless processing.
3. In the Retirement Plan section, select the applicable retirement plan by checking the corresponding box. This is crucial for determining your benefits.
4. For Federal Tax Withholding Preference, choose how you want taxes withheld from your monthly benefit payment. You can opt for PERS to determine the amount or specify a fixed amount yourself.
5. If you wish to elect an Optional Monthly Cost-of-Living Adjustment (COLA), check the box indicating your choice for monthly installments or skip this if you prefer an annual lump sum.
6. Complete the Bank Account Information section by providing your bank details and attaching a voided check for direct deposit setup.
7. Finally, sign and date the Applicant Authorization section. Remember that incomplete forms may delay processing.

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