MEMBER'S OR ALTERNATE PAYEE'S SIGNATURE
WITNESS
STATE OF COUNTY OF
ACKNOWLEDGED BEFORE ME THIS DATE NOTARY NAME
MY COMMISSION EXPIRES NOTARY SIGNATURE
NOTARY BUSINESS PHONE
Section II Tax withholding information (Applicable for any taxable portion paid directly to you.)
Section I For your refund payout, please select ONE of the payment methods below. (See Page 2 for detailed explanation.)
REFUND REQUEST
SC Public Employee Benefit Authority
Customer Service Refund Claims
202 Arbor Lake Drive
Columbia, SC 29223
Former/Maiden Name (if applicable)
Pay the total Single Sum Payment directly
to you (less required federal tax withholding).
For direct deposit see Page 2.
Choose ONE of the following:
Section III Complete this section if you selected a direct or partial rollover above.
Account Number With Trustee/Plan (Limited to 25 characters)
P.O. Box or Street Address
You must attach a legible copy of your current driver's license or special
identification card issued by your state Department of Transportation or Public Safety.
By executing this form I am requesting a refund of my account balance in the retirement system selected above. I understand that by receiving this refund, I am cancelling my membership in the selected retirement system; forfeiting all of my service credit in that system; and waiving any right or interest I have in that system, including giving up all rights to any future service or disability retirement benefits in that system.
I certify that I have read and understand the information provided on this form, including the information on the reverse side and in the attached rollover notice, and I agree to the terms stated.
(Certified copy of legal authorization required with signature other than applicant's)
Please call PEBA's Customer Service with any questions: 803.737.6800 or 888.260.9430.
(Required only when signed by a mark)
THE LANGUAGE USED IN THIS DOCUMENT DOES NOT CREATE ANY CONTRACTUAL RIGHTS OR ENTITLEMENTS AND DOES NOT CREATE A CONTRACT BETWEEN THE MEMBER AND THE PUBLIC EMPLOYEE BENEFIT AUTHORITY. THE SOUTH CAROLINA PUBLIC EMPLOYEE BENEFIT AUTHORITY RESERVES THE RIGHT TO REVISE THE CONTENT OF THIS DOCUMENT.
Please complete form
in blue or black ink.
Rollover the Partial Amount of
Account Types Available (Check only ONE Box)
Consult trustee to determine plan type as necessary.
The remaining balance will be paid directly to you in a single sum payment, less federal tax withholding. For direct deposit, see Page 2.
Federal income tax: PEBA automatically withholds the mandatory 20% federal tax. To withhold additional federal taxes, go to www.irs.gov/fw4r to download, print and sign Form W-4R. Return the completed form to PEBA with your refund request.
for South Carolina state income tax.
Section IV Signature and Notary Statement -- Form must be notarized to be accepted.
Form 4101
Revised 1/5/2024
Page 1
South Carolina state income tax: If you do not complete this section, no state taxes will be withheld.