Sers refund application 2026

1. Click ‘Get Form’ to open the sers refund application in the editor.
2. Begin with Part I - Member Information. Fill in your first, middle, and last name, telephone number, street address, city, state, and zip code. Ensure all details are accurate for smooth processing.
3. Next, indicate your date of termination. This is crucial for determining your eligibility for interest payments.
4. Move to Part II - Member Payment Selections. In Section A, choose your preferred payment type by checking the appropriate box for either a lump sum or installment payments.
5. If you select installments, complete Section B by specifying the number of installments (up to 4) and filling in the amounts and payment dates for each installment.
6. In Section C, decide on your method of distribution. Choose whether to roll over your taxable contributions or have them sent directly to your home address.
7. Finally, sign and date the form at the bottom of Part II to confirm your application.

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