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Authorization for Direct Rollover (Retirement) PSRS-1264 - PSERs

Authorization for Direct Rollover (Retirement) PSRS-1264 - PSERs-2025

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

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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (290 Votes)
2013	4.3 Satisfied (143 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Should I take PSERS lump sum?

The downside of taking your lump sum is that your monthly pension benefit will be lower. Some retirees would rather have the security of more monthly income. This is especially true for those who would choose to not invest their PSERS lump sum money because they do not want investment risk.

What type of retirement account is Persi?

A 403(b) retirement plan is offered to teachers working in public schools, while 401(k) is offered to teachers working in tax-exempt and for-profit private schools. If your employer offers both 401(k) and 403(b), you may choose to contribute to either or both plans depending on the plan rules.

Are PSERS benefits subject to PA inheritance tax?

PSERS benefits paid to your beneficiary are exempt from state and local taxes if the beneficiary resides in Pennsylvania.

Can you change your PSERS contribution?

The Member Contribution Rates table shows the various rates at which members contribute to PSERS. The member contribution rates are set by law. You cannot choose to lower or raise your contribution amount.

Is a teacher retirement plan a 401k?

A pension plan is an employee benefit plan established or maintained by an employer or by an employee organization (such as a union), or both, that provides retirement income or defers income until termination of covered employment or beyond.

What kind of retirement account is PSERS?

Public School Employees Retirement System.

What type of retirement plan is PSERS?

If youre a PERSI member and contributing to the PERSI Base Plan or an active member of the Judges Retirement Fund, you automatically have a Choice 401(k) Plan account set up for you.

Authorization for Direct Rollover (Retirement) PSRS-1264 - PSERs-2025

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