DEFINED BENEFIT FORMS - EMPLOYER

Form Title

Form Number

Membership Agreement

501

Resolution for Adopting TGRS-MERS Defined Benefit Programs

502

Employee Prorated Prior Service Agreement

502A

Prior Service Credit and the Prospective TGRS-MERS Participating Tribe

503

Resolution Defining a Day of Work or Hours Per Month for TGRS Retirement Purposes

504

Resolution to Exclude Temporary Employees from Membership in TGRS-MERS

584

Membership Application with Formal Beneficiary Designations

505

Restated Initial Actuarial Valuation and Supplemental Valuation Procedure

506

Att. A: Fee Schedule for Initial and Supplemental Actuarial Valuations

507

Att. B: Special Annual Expense Charges Procedure

508

Att. C: TGRS-MERS Statement on Modification of Standard Benefit Programs

509

Transfer Of Contributions Within TGRS-MERS Defined Benefit Plan (excluding Hybrid Benefit Program DB Component)

510

■ Request for Initial Actuarial Valuation

511

Initial Valuations - Important Comments

512

Employee Census

517

Resolution for Changing TGRS-MERS Benefit

518

DEFINED BENEFIT FORMS - EMPLOYEE

Membership Application with Formal Beneficiary Designations

505

Beneficiary Change Request

521

Member Name and/or Address Change

523

Application for Deferred Service Status

528

Service Retirement

Application for Service Retirement

529A

Employer's Certification of Termination of Employment for Retiring Member

529B

Election of Retirement Allowance Option

530

Pension Recipient's Federal Income Tax Withholding Authorization

531

Application for Retirement Allowance by Surviving Spouse or Surviving Child

532

Statement of Survivor Beneficiary

533

Statement of Beneficiary

534

Transfer/Rehire Member Certification for Same Employer

535

Electronic Funds Transfer Application

536

Stop Payment Request

537

Certification of Qualified Fund Rollover to TGRS-MERS

538

Option IV Beneficiary Change Request

541

Affidavit Affirming Existence of Insurable Interest

546

I. (C) DEFINED BENEFIT - DISABILITY

Application for Disability Retirement

551

Limitation on Disability Benefits Prior to Age 60

552

Physician's Statement

553

Psychiatric Medical Report

554

VII. MISCELLANEOUS

Customer Contact Form

585

TGRS-MERS Enforcement Procedure for Prompt Reporting and Payment

586

eBill Provisions

• Enrollment Form for Electronic Payment (eBill)

588

• MERS Enforcement Procedure for Prompt Reporting and Payment

586

Amended Amortization Policy for Closed Divisions Within Open Municipalities

591