Form Rm 0018 0909 PDF Details

Are you one of the many people who have received a mailing from the IRS lately? If so, then you may have noticed a change in the way that your return is being processed. Form Rm 0018 0909 is now required for all taxpayers who are filing their taxes electronically. Don't worry, though- this new form isn't anything to be concerned about. In fact, it's actually quite simple to complete. Keep reading to learn more about what this form is and how to fill it out correctly.

QuestionAnswer
Form NameForm Rm 0018 0909
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesphotocopy, eligibility, tpaf, RM-0018-0909

Form Preview Example

RM-0018-0909

PO Box 295

 

Trenton, NJ 08625-0295

PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND TEACHERS' PENSION AND ANNUITY FUND

NEW JERSEY DIVISION OF PENSIONS AND BENEFITS

APPLICATION FOR RETIREMENT ALLOWANCE

PART ONE: MEMBER INFORMATION (Please print - black ink preferred - or type.)

1.PENSION FUND:

PERS

TPAF 2. MEMBERSHIP NUMBER __________________________________________

3.SOCIAL SECURITY NO. ______________________________ 4. DATE OF BIRTH ________________________________

MonthDay Year

5.

NAME ______________________________________________________________________________________________

 

Last

First

Middle

6.

ADDRESS __________________________________________________________________________________________

 

Street

Apt. No.

 

 

____________________________________________________________________________________________________

 

City

State

Zip

7.

HOME PHONE (________)___________________________

8. WORK PHONE (________) _________________________

9.HOME E-MAIL ADDRESS________________________________________________________________________________

PART TWO: ACKNOWLEDGEMENT OF TERMS AND CONDITIONS OF RETIREMENT

You must agree to and sign these terms and conditions when applying for retirement. If you fail to sign this acknowledgement your Application for Retirement Allowance will not be processed.

I understand that I must meet all of the eligibility requirements for retirement and cannot submit an application more than one year before my retirement date (if eligible for Deferred Retirement, I may file more than one year in advance upon termination of employment).

I understand that my employer will be notified that I have filed an application for retirement.

I understand that if I cancel or change my retirement date and submit a new application with a later retire- ment date, it is my responsibility to notify my employer to ensure that any active health benefits are not canceled and that my employment remains uninterrupted.

I understand that changing or canceling my retirement date does not guarantee continued employment with my employer.

I understand that the beneficiary designation I am indicating on this retirement application supersedes all prior designations, even if my retirement is not yet effective or if I cancel my retirement. The Division of Pensions and Benefits will honor this as my most recent beneficiary designation on file, unless another beneficiary designation is made after the retirement application.

I understand that if I die prior to the retirement date indicated on this retirement application, any retirement benefits that may be payable to a beneficiary cannot be paid until the retirement date selected.

MEMBER’S SIGNATURE

DATE

__________________________________________________________

_______________________________ , 20 __________

I have read and agree to the “Terms and Conditions of Retirement” and attest that the information provided on this application is true and correct.

SIGN THIS PAGE AND CONTINUE TO PART THREE

RM-0018-0909

PART THREE: RETIREMENT INFORMATION

10.RETIREMENT DATE — To be effective the first day of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

MonthYear

11.PURCHASE INFORMATION — Have you applied to purchase pension service credit within the past six months?

YES

NO

12. TYPE OF RETIREMENT

SERVICE RETIREMENT – You must be age 60 or older to qualify for a Service Retirement. No minimum amount of service credit is required.

EARLY RETIREMENT – You must be under age 60 and have a minimum of 25 years of service credit. If you are under 55 years of age, your benefit will be reduced (see Fact Sheet #4, Applying for Retirement).

VETERAN RETIREMENT – You must be a qualified military veteran and meet minimum age and service credit requirements. (see Fact Sheet #4, Applying for Retirement).

DEFERRED RETIREMENT – You must be under age 60 and have a minimum of 10 years of service credit upon termination of employment. A Deferred Retirement becomes effective at age 60 if you have filed an Application for Retirement Allowance prior to that date.

13.SALARY INFORMATION — Were your last three years of service also the years you earned the highest salaries?

YES

NO (If no, list the three fiscal years, July - June, in which you earned the highest salaries.)

______________________

______________________

______________________

Year 1

Year 2

Year 3

14.SPOUSE, CIVIL UNION PARTNER, OR DOMESTIC PARTNER’S NAME (If naming a partner, submit a photocopy of your Civil Union Certificate or Certificate of Domestic Partnership along with this application.)

NAME ________________________________________________________________________________________________

Last

First

Middle

15.SPOUSE, CIVIL UNION PARTNER, OR DOMESTIC PARTNER’S ADDRESS (If different from yours.)

ADDRESS ____________________________________________________________________________________________

StreetApt. No.

____________________________________________________________________________________________________

City

State

Zip

CONTINUE TO PART FOUR FOR PAYMENT OPTIONS

RM-0018-0909

MEMBER’S NAME _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ MEMBERSHIP NUMBER _ _ _ _ _ _ _ _ _ _ _ _ _ __ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _

PART FOUR: CHOOSE A RETIREMENT PAYMENT OPTION AND NAME A BENEFICIARY

USE THIS PAGE FOR THE MAXIMUM OPTION OR OPTION 1 ONLY — Additional payment options are listed on the following page.

Indicate whether your choice for a method of payment is the Maximum Option or Option 1. Maximum Option and Option 1 beneficiaries share the benefit equally. Refer to Fact Sheet #5, Pension Options (in this booklet) for an explana- tion of each option. You will receive a monthly retirement allowance for your lifetime, regardless of which option you choose. Choosing an option other than the Maximum will reduce your retirement allowance. You cannot change your payment option once your retirement becomes “due and payable” (see Your First Retirement Check on page 2).

MARK ONLY ONE BOX.

MAXIMUM OPTION — NO PENSION BENEFIT TO BENEFICIARY — Largest allowance paid to you with no

pension benefit paid to a beneficiary upon your death. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

(You must sign here)

OPTION 1 — REDUCING RETIREMENT RESERVE TO A BENEFICIARY — Your beneficiary receives the balance of a reserve set up to pay your retirement allowance if you die before the reserve is depleted. You can name more than one beneficiary and you can change your beneficiary(ies) at any time after retirement.

NAME A RETIREMENT OPTION BENEFICIARY (OR BENEFICIARIES) FOR THE MAXIMUM OPTION OR OPTION 1 PRIMARY BENEFICIARY(IES)

 

BENEFICIARY NAME(S)

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

 

(Optional)

1.

__________________________________________

____________________

__________________

____________________________

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

2.

__________________________________________

____________________

__________________

____________________________

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

CONTINGENT BENEFICIARY(IES) — If no Primary Beneficiary is living at my death, payment is to be made to:

 

BENEFICIARY NAME(S)

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

 

(Optional)

1.

________________________________

________________

______________

______________________

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

2.

________________________________

________________

______________

______________________

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

(Attach additional sheets for 3 or more beneficiaries. Additional sheets must be signed and dated.)

MEMBER’S SIGNATURE

DATE

__________________________________________________________

_______________________________ , 20 __________

I attest that the information provided on this application is true and correct.

SIGN THIS PAGE IF SELECTING THE MAXIMUM OPTION OR OPTION 1 AND THEN CONTINUE TO PART SIX

OTHERWISE, CONTINUE TO PART FIVE, ON THE NEXT PAGE FOR ADDITIONAL PAYMENT OPTIONS

RM-0018-0909

PART FIVE: OPTIONS THAT PROVIDE A MONTHLY PAYMENT TO A SURVIVING BENEFICIARY

If you did not select the Maximum Option or Option 1, indicate your choice on this page for method of payment. Refer to Fact Sheet #5, Pension Options (in this booklet) for an explanation of each option. You will receive a monthly retire- ment allowance for your lifetime, regardless of which option you choose. Choosing an option other than the Maximum will reduce your retirement allowance to provide a monthly benefit to a beneficiary upon your death. The higher your beneficiary's allowance, the more your allowance will be reduced. You cannot change your payment option once your retire- ment becomes “due and payable” (see Your First Retirement Check on page 2).

Under Options A, B, C, or D, you can name only one beneficiary and you cannot change your beneficiary after retirement. If your beneficiary dies before you, your retirement allowance will increase to the Maximum Option.

OPTION A — 100% TO BENEFICIARY - INCREASE TO MAXIMUM OPTION — Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 100% of your monthly allowance.

OPTION B — 75% TO BENEFICIARY - INCREASE TO MAXIMUM OPTION — Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 75% of your monthly allowance.

OPTION C — 50% TO BENEFICIARY - INCREASE TO MAXIMUM OPTION — Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 50% of your monthly allowance.

OPTION D — 25% TO BENEFICIARY - INCREASE TO MAXIMUM OPTION — Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 25% of your monthly allowance.

Under Options 2, 3, and 4, you cannot change your beneficiary after retirement. Options 2 and 3 pay you a larger monthly retirement allowance than the corresponding Options A and C. However, under Options 2 and 3, if your beneficiary dies before you, you continue to receive the reduced allowance provided by that option.

OPTION 2 — 100% TO BENEFICIARY - PERMANENT REDUCTION — You can name only one beneficiary. Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 100% of your monthly allowance.

OPTION 3 — 50% TO BENEFICIARY - PERMANENT REDUCTION — You can name only one beneficiary. Upon your death, your beneficiary receives a lifetime monthly retirement allowance equal to 50% of your monthly allowance.

RETIREMENT OPTION BENEFICIARY For Options A, B, C, D, 2, and 3 you may list only ONE beneficiary.

BENEFICIARY NAME

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

(Optional)

______________________________________

_________________

____________

_________________________

ADDRESS __________________________________________________________________________________________

OPTION 4 — CHOICE OF AMOUNT TO BENEFICIARY - PERMANENT REDUCTION — You can name one beneficiary or multiple beneficiaries. Upon your death, your beneficiary(ies) receives the lifetime monthly retirement allowance indicated.

OPTION 4 BENEFICIARIES (Attach an additional sheet for 3 or more beneficiaries. Additional sheets must be signed and dated.)

BENEFICIARY NAME(S)

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

(Optional)

1.______________________________________ _________________ ____________ _________________________

ADDRESS __________________________________________________________________________________________

ENTER AMOUNT $___________________ (Can be no more than the Option 2 allowance.)

2.______________________________________ _________________ ____________ _________________________

ADDRESS __________________________________________________________________________________________

ENTER AMOUNT $___________________ (Can be no more than the Option 2 allowance.)

MEMBER’S SIGNATURE

DATE

__________________________________________________________

_______________________________ , 20 ___________

I attest that the information provided on this application is true and correct.

SIGN THIS PAGE AND CONTINUE TO PART SIX ON THE NEXT PAGE

RM-0018-0909

MEMBER’S NAME _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ MEMBERSHIP NUMBER _ _ _ _ _ _ _ _ _ _ _ _ _ __ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _

PART SIX: DESIGNATION OF GROUP LIFE INSURANCE BENEFICIARY(IES)

Members with 10 or more years of membership credit are covered by group life insurance at retirement. This section is used to name a beneficiary(ies) for your group life insurance, if any. Please be sure to name both a Primary and Contingent beneficiary. Complete this section even if the beneficiary you name is the same as in Part Three. This designation becomes effective when received by the Division of Pensions and Benefits.

PRIMARY INSURANCE BENEFICIARY(IES)

 

BENEFICIARY NAME(S)

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

 

(Optional)

1.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

2.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

3.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

4.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

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CONTINGENT INSURANCE BENEFICIARY(IES) If no Primary Beneficiary is living at my death, payment is to be made to:

 

BENEFICIARY NAME(S)

RELATIONSHIP

BIRTH DATE

SOCIAL SECURITY NUMBER

 

 

 

 

(Optional)

1.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

2.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

3.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

4.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

 

ADDRESS _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

MEMBER’S SIGNATURE

DATE

__________________________________________________________

_______________________________ , 20 __________

I attest that the information provided on this application is true and correct.

Return this application to:

Division of Pensions and Benefits

PO Box 295

Trenton, NJ 08625-0295