PSERS Retirement - State College Area School District 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A, where you will enter your member information. Ensure your name, address, social security number, gender, and date of birth are accurate.
3. In Section B, designate your primary beneficiaries by entering their names, social security numbers, dates of birth, genders, relationships to you, and addresses. Specify the percentage of benefits each should receive.
4. Proceed to Section C if you wish to name an estate, trust, or charity as a primary beneficiary. Fill in the required details and ensure the total percentages equal 100%.
5. For secondary beneficiaries in Sections D and E, follow similar steps as for primary beneficiaries. Indicate either percentages or preferential order for distribution.
6. If applicable, complete Section F by naming guardians for any minor beneficiaries. Provide their names and addresses.
7. Finally, sign and date the form in Section G to certify that all information is correct before submitting it.

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