Forms Reference Guide

If an employee leaves and is not eligible or chooses not to vest their retirement, submit the following forms immediately:

• Application for Return of Contributions (PMRB-4)
• Lump Sum Distribution Supplement (PMRB-6), if applicable

PMRS will return any employee contributions directly to the member with interest. Please note: To reduce processing time and possible administrative expense, the terminating employee should complete these forms prior to departure date.

When a new employee becomes eligible to enroll into the pension plan, the employer and member should submit the following within 30 days following the completion of the plan’s eligibility period:

• Enrollment Form (PMRB-1)
• Nomination of Beneficiaries (PMRB-2)

When an employee retires, submit the following forms:

• Application for Retirement Benefits (PMRB-8, or PMRB-50 if the plan has a spouses’ benefit)
• Authorization of Direct Deposit of Annuity Payments (Direct Deposit)
• Withholding Certificate for Pension or Annuity Payments (W-4P)

Please note: Members should call PMRS at least 90 days before their anticipated retirement date to obtain a benefit estimate and information on payment options. Forms cannot be submitted until after the member’s final paycheck. Members should expect retirement processing to take up to 8 weeks once all paperwork has been completed and submitted.

If a member has a change of address or leave of absence (i.e., maternity, military service), the following should be completed by the member and employer: Notification of Change (PMRB-5a)

If a plan allows members to make optional contributions, members may begin or change contributions at any time. To do so, the employer and member must complete: Voluntary Contribution Change (PMRB-15)

PMRS populates and emails a Quarterly Report of Contributions (PMRB-21) 7-10 days prior to the end of the quarter to each employer. Employers have 30 days from the end of the quarter to review and return the PMRB-21, all employer and member contributions are due to PMRS by the end of the quarter in which they are accrued.

A pre-populated MMO worksheet is mailed annually to all employers in August/September. A completed and signed worksheet must be returned to PMRS no later than the first week in October. Any revisions to the MMO worksheet must be completed by December 31 of the current year. Any submissions after this date would result in an audit finding from the Auditor General’s office in the event of an audit review.

Funds for contributions, MMO payments and other associated plan costs can be sent via ACH, wire transfer, or check.

All payments made payable to PMRS must be accompanied by a Revenue Transmittal Form (PMRB-20) to ensure accurate reconciliation of plan accounts. Email the PMRB-20 to ra-rscompletedforms@pa.gov when sending payments via ACH or wire transfer.