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Send pers form 5 via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out pers form 5 with our platform
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Click ‘Get Form’ to open it in the editor.
Begin with the Member Information section. Fill in your first name, middle initial, last name, gender, social security number, birth date, email address, and mailing address where the refund check should be sent.
In the Retirement Plan section, select the applicable plan by checking the appropriate box.
For Lump Sum Distribution Election, choose either 'Refund to Member' or 'Rollover Distribution'. If opting for a rollover, ensure you complete Form 5C as required.
Complete the Applicant Authorization section by signing and dating the form. Ensure you understand the implications of waiving your rights.
The Employer Certification section must be filled out by an authorized employer representative. Ensure all details are accurate before submission.
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If you do leave CalPERS employment, the following two options are available to you: Take a lump-sum refund or rollover. This option includes a refund of your member contributions plus interest, but not any employer contributions made on your behalf.
How to get money out of pers?
You can refund your member contributions and interest if: Youve permanently separated from all CalPERS-covered employment. Your separation date must have been reported to us by your employer before we can begin to process your refund request. Youre not entering employment with a CalPERS-covered employer.
Can I withdraw money from my pension plan?
Regardless of the reason you separate, when you permanently leave CalPERS-covered employment you have options regarding the contributions in your account. Take a lump-sum refund or rollover. Leave the contributions and interest in your account.
What is Tier 5 PERS in Mississippi?
An employee is automatically a member of PERS unless the employee elects ORP within 30 days of initial employment in an ORP- eligible position. Once made, the decision is irrevocable even if there is a break in service or the employee is hired in an ORP-eligible position at another Institution of Higher Learning.
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English neutral pronouns
The most popular gender-neutral pronoun for nonbinary people is singular they, but nearly as many prefer or accept some other neutral pronoun.
Form 5 Revised 03/14/2022. Please print or type in black ink. Completed form should be mailed or faxed to PERS. See bottom of form for contact information.
The completed form should be maintained in the employees personnel file, and a copy of the completed form should be mailed or faxed to PERS. See bottom of
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