Defined Benefit Refund Application - mpera - mpera mt 2026

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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