Pennsylvania psrs authorization retirement system 2026

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The document is an 'Authorization for Direct Rollover' form from the Commonwealth of Pennsylvania's Public School Employees' Retirement System. It outlines the process for members to authorize a direct rollover of retirement funds to an eligible financial institution. The form requires completion by both the member and the financial institution, including personal information, account details, and signatures. It also includes important instructions regarding tax implications and responsibilities related to the rollover.

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Click ‘Get Form’ to open the Pennsylvania PSRS Authorization for Direct Rollover form in the editor.
In Part A, enter your Member Information. Fill in your name, address, Social Security number, gender, date of birth, and contact number. Ensure all entries are typed or printed clearly.
Read the acknowledgment statement carefully. Confirm your understanding regarding the direct rollover and any potential tax implications before signing.
Sign and date the form in the designated area to validate your information.
Part B must be completed by your chosen financial institution. Ensure they fill in their details accurately, including account information and authorized signature.
Review both parts of the form for completeness before submitting it along with your Application for Retirement.

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