CERF Participant Forms

Pension Plan Forms

Submit all completed forms to your County Clerk.  Contact your County Clerk or the CERF Administrative Office if you have any questions about the pension plan forms.

Form Number

Form Name

Last Revision Date

 

Form Number

Form Name

Last Revision Date

1

Enrollment

Sep 05

   4 Change of Information Oct 07
1A Beneficiary Designation - $10,000 Death Benefit Apr 08    6 Retirement Application Jan 08
2A Special Tax Notice Sep 05   8 Beneficiary Designation - Single Vested Death Benefit Sep 07
2B Designation of Survivor Sep 05  

 9

 Application by Spouse Jun 06
2C Co-Annuitant for 10 Year Certain Sep 05   DE Deposit Exception Sep 05
2N Termination Non-Vested Sep 05   EFT Electronic Funds Transfer Nov 05
2V Termination Vested Aug 07  

M

 Medical, Military, Other Leave Jun 06
3 Payment of Death Benefit Apr 07   SE Seasonal Employee Notice Sep 05
3A Federal Tax Election Non-Spouse Jan 08   Fed-W4P Federal Withholding for Pension or Annuity Payments Jun 08
3B Federal Tax Election Spouse Jun 07   MO-W4P Missouri Withholding for Pension or Annuity Payments Aug 94

Savings Plan Forms

Submit all completed forms to your County Clerk. Contact the Great-West Office at 1-877-895-1394 if you have any questions about the savings plan forms

Form Name

Last Revision Date

   Form Name Last Revision Date

Savings Plan Enrollment

Jan 08

 

457 Beneficiary

Jan 08

401(a) Beneficiary

Jan 08

 

457 Distribution

Mar 08

401(a) Distribution

Mar 08

 

457 Incoming Transfer

Feb 08

401(a) Incoming Transfer

Feb 08

 

457 Salary Deferral Change

Feb 08

401(a) Death Claim

Mar 08

  

457 Catch-Up

Jan 08
     

457 Death Claim

Mar 08
           

CERF County Forms

The County Fees Transmittal Form is used by County Clerks and Treasurers when remitting fees to KeyBank by check.

The County Deposit Exception Form is used by County Clerks and Treasurers to notify CERF when the expected payment amounts DO NOT equal the amount of funds submitted to KeyBank. 

         
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