Et-0868-0812 Tier To Tier Transfer Form (Page 2 of 2) in pdf

Et-0868-0812 Tier To Tier Transfer Form Page 2

INSTRUCTIONS

The Tier-To-Tier Transfer Form is to be completed for any vested member who has an inactive pen-

sion membership account and wishes to transfer the pension service credit from their inactive vested

membership to their current active pension membership in the same retirement system. The member’s

pension service credit will transfer as long as the member has not withdrawn from the vested account.

Notes on Question #7 regarding your inactive membership account:

• If you were dismissed from your position and are in the process of appealing that dismissal, you

cannot complete the transfer until a decision has been rendered or your appeal is withdrawn.

• If your position was abolished due to a layoff or a reduction in force, your employer must notify

the Division of Pensions and Benefits in writing, and your membership in the fund can remain

inactive for a maximum of ten years (five years for PFRS members).

• Your membership will not end two years after your last contribution if you are granted an official

leave of absence (the two-year period begins at the end of the leave of absence).

• Extensions are not automatic. You must provide the Division of Pensions and Benefits with sup-

porting documentation from your employer that evidences layoff, the abolishment of your position,

or extension of a leave of absence.

For additional information regarding “Membership Tiers” (Questions #9 and #11), please see the

Division’s Web site.

• TPAF and PERS members visit:

• PFRS members visit:

If your membership has been withdrawn, you cannot transfer any service credit from the old member-

ship; you may, however, be eligible to purchase the prior pension service credit rendered under the for-

mer membership (see Fact Sheet #1, Purchasing Service Credit (PERS, TPAF & PFRS) available on

the Division’s Web site at:

Please forward this completed form to:

Enrollment Section

Division of Pensions and Benefits

PO Box 295

Trenton, NJ 08625-0295

THE MEMBER SHOULD ENSURE THAT ALL ITEMS ARE COMPLETE

PRIOR TO SUBMISSION OF THIS FORM.

IF ANY ITEMS ON THIS FORM ARE INCOMPLETE OR LEFT BLANK

PROCESSING WILL BE DELAYED.

Et-0868-0812 Tier To Tier Transfer Form Page 2