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CERF 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.


Term vested
Form Number Form Name Last Revision
2V Termination Vested November 22
2B Retirement Application
Designation of Survivor
(Employees termed after 12/31/1999)
July 21
6 Retirement Application
(Employees termed before 1/1/2000)
June 16
EFT Electronic Funds Transfer January 24
Federal W4P Federal Withholding for Pension or Annuity Payments January 24
MO-W4P State Withholding for Pension or Annuity Payments October 22
2C Co-Annuitant for 10 Year Certain January 21





Enrollment
Form Number Form Name Last Revision
1 Enrollment July 23
1A & 8 Beneficiary Designation - Death Benefits for Active Participants and Unmarried Vested Death Benefit August 21
Term-Non vested
Form Number Form Name Last Revision
2A Refunds - Payment Election July 21
Instructions Instructions for Form 2A - Refunds Payment Election May 20
Death
Form Number Form Name Last Revision
9 Application by Spouse June 21
3A Death Benefits - Non-Spouse Payment Election $10,000 Death Benefit November 22
3B Death Benefit - Spouse Payment Election $10,000 Death Benefit November 22
3C Death Benefit - Non-Designated Non-Spouse Payment Election $10,000 Death Benefit November 22
4A Death Benefits - Designated Non-Spouse Payment Election Single-Vested/Non-Vested Refund November 22
4B Death Benefit - Spouse Payment Election Non-Vested Refund November 22
4C Death Benefits - Non-Designated Non-Spouse Payment Election Single-Vested/Non-Vested Refund November 22
Instruction Instructions for Forms 3A, 3B, 3C, 4A, 4B & 4C - Death Benefits Payment Election April 19





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

Form Name Last Revision
Savings Plan Enrollment February 24
401(a) Beneficiary September 24
401(a) In Service Withdrawal Age 59.5 or Older September 24
401(a) Incoming Direct Rollover September 24
401(a) Separation From Employment Withdrawal Request September 24
401(a) Death Claim September 24
457 Beneficiary September 24
457 In Service Withdrawal Age 59.5 or Older September 24
457 Incoming Transfer September 24
457 Paycheck Contribution Election September 24
457 Death Claim September 24
457 Separation From Employment Withdrawal Request September 24
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