The three (3) forms listed below must be completed by employees enrolled in the Maryland State Retirement and Pension System.

1. Application for Service or Disability Retirement 

• Complete Social Security number, name, address and daytime telephone. 
• Indicate retirement type.
• Retirement date must be completed.
  • Retirement date must be the first day of the month following separation from employment. 
• Name a beneficiary. 
  • Will also need the beneficiary’s address, Social Security number, and date of birth. 
  • Prior designations of beneficiaries do not carry forward to retirement. Retiring employee must designate beneficiary(ies) on the retirement application, or by submitting a new Beneficiary Form with their retirement application.

• The Application for Retirement must be signed and dated in the presence of a notary. A list of authorized remote notaries can be found on the Maryland Secretary of State website.

• Select your retirement payment option by signing, in the appropriate box.
  • If options 2, 3, 5 or 6 are chosen, proof of birth must be included for the beneficiary; only one beneficiary may be chosen. 
  • If option 2 or 5 is selected, the beneficiary cannot be more than 10 years younger than the applicant unless the beneficiary is a spouse or disabled child. 

2. Federal and Maryland State Tax Withholding Form 

• Complete personal information in PART I.
• Designate your federal tax withholding preference. 
• In PART II, select your state tax withholding preference. 
  • Only state tax for the State of Maryland may be withheld.

3. Electronic Funds Transfer Sign-Up Form (Direct Deposit)

• Complete personal information in SECTION I.
• Must sign and date to authorize the fund transfer.
• Financial Institution representative completes SECTION II with account information. 
• The Financial Institution representative must certify the account information.