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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 Pennsylvania 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. Members must complete Part A with personal information and sign it, while the financial institution must complete Part B, certifying that the account is an eligible retirement plan. The document also includes important instructions regarding tax implications and responsibilities related to the rollover.

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Click ‘Get Form’ to open the Authorization for Direct Rollover form in the editor.
In Part A, fill in your Member Information. Include your name, address, Social Security number, gender, date of birth, and contact number.
Read the understanding section carefully. Ensure you acknowledge the conditions regarding direct rollovers and potential tax implications.
Sign and date the Member Signature field to affirm that all information provided is accurate.
Part B must be completed by your chosen financial institution. Provide them access to fill in their details including account number, institution name, and mailing address.
Ensure the financial institution checks the appropriate boxes regarding eligibility and signs off with an authorized signature.
Once both parts are completed, download or save your filled form directly from our platform for submission with your Application for Retirement.

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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.

What is a direct rollover to an eligible retirement plan?

Direct rollover If youre getting a distribution from a retirement plan, you can ask your plan administrator to make the payment directly to another retirement plan or to an IRA. Contact your plan administrator for instructions.

What is an eligible rollover withdrawal?

The money will be subject to your new plans withdrawal rules, so you may not be able to withdraw it until you leave your new employer. If you opt for an indirect rollover, where the funds are distributed to you first, you could face unexpected taxes and penalties.

Is there a downside to rolling over a 401k?

Direct rollover Its possible a check will be sent to you, but it should be made out to the new financial institution or brokerage firm for your benefit, and you should simply send the check on to the destination. Cashing it would incur penalties.

How does a direct rollover work?

In general, a direct rollover moves money from one retirement account directly to another retirement account. The funds can typically be delivered in several ways: As a check mailed directly to the receiving financial organization for your benefit.

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