Defined Benefit Refund Application - mpera - mpera mt 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the MEMBER INFORMATION section. Enter your last name, first name, middle initial, social security number, date of birth, employing agency, and contact details.
  3. Review the refund checklist carefully. Ensure you have terminated employment for at least 30 days and selected a withdrawal option: Direct Rollover or Lump-sum Payment.
  4. If you choose Direct Deposit, sign the form and ensure your Joint Account Holder also signs it. Attach a voided check or provide accurate routing and account numbers.
  5. For Direct Rollover options, ensure that your Financial Institution or Plan Administrator has signed the form and that your signature is witnessed by an authorized individual.
  6. Complete the REFUND INFORMATION section on the back of the form before submitting it to MPERA.

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If you are no longer in the Federal service, you can acquire the appropriate application from our website. Application for Refund of Retirement Deductions (FERS), Standard Form (SF) 3106 (The SF-3106A, Current/Former Spouses Notification for Refund Retirement Deductions, is included with this form.)
According to OPMs Retirement Quick Guide, agency and payroll processing can take 3045 days, with OPM intake adding 1015 more. ORA may help reduce errors and delays at these early stages, though complex cases may still take 90 days or more to fully adjudicate.
Defined Benefit members The refund is the value of your contributions with interest (but not the employers contributions). The refund that you take will be taxed.
Post may use the internal OPM email address Idesk@opm.gov to make the inquiry on behalf of the annuitant. d. Annuitants and Survivors may email questions directly to OPM using retire@opm.gov.
To request a refund, you can email us at retire@opm.gov or call us at 1-888-767-6738.

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