Defined Benefit Refund Application - mpera - mpera mt 2025

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The document provides detailed instructions and information for members of the Montana Public Employee Retirement Administration (MPERA) regarding the process of applying for a refund of retirement contributions after termination of employment. It outlines eligibility criteria, withdrawal options (including direct rollover, lump-sum payment, and leaving funds in the account), necessary forms and signatures required for processing refunds, tax implications, and important considerations for both vested and non-vested members. The document emphasizes the importance of completing forms accurately to avoid delays.

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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.

How does pers money match work?

Money Match Your member account balance is matched by your employer, and the result is multiplied by a variable representing the estimated life expectancy for people in your age group (aka your age factor).

Is retiring in Montana a good idea?

Montana is moderately tax-friendly toward retirees. Social Security income is partially taxed. Withdrawals from retirement accounts are fully taxed. Wages are taxed at normal rates, and your marginal state tax rate is 5.90%.

How does Persi retirement work?

When you retire as a vested member, PERSI will pay you a benefit every month for as long as you live and, if you select a retirement option with a survivor benefit, your Contingent Annuitant will receive a lifetime bene- fit after your death.

How much is pers contribution in Montana?

Employees contribute 6.9 - 7.9%% of salary to PERS. Total active employees. 28,548. Expenditures made by retirees of state and local government provide a steady economic stimulus to Montana. Employees contribute 7.15% of salary to TRS.

How does Montana pers work?

PERS is a defined benefit retirement system. The monthly benefit you receive upon retirement is based on your years of service and your highest average compensation. Benefits and contributions are set by law, and protected by the Montana Constitution and only the Legislature may change them.