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	Houston Municipal Employees Pension System 1201 Louisiana, Suite 900 Houston, Texas 77002 Phone 713-595-0100 Toll Free 800-858-1450 Fax 713-650-1961

FORMS

Welcome to the Forms section of the website. Here you will find HMEPS forms which you can download.

Unless otherwise specified below, HMEPS must have the original form on file in order for the form to be valid. (Faxed or e-mailed forms will NOT be accepted.) Please mail forms to:

Houston Municipal Employees Pension System (HMEPS)
1201 Louisiana, Suite 900
Houston, Texas 77002

FORM NAME	FORM NUMBER	DESCRIPTION
Request for Refund of Contributions May be faxed to HMEPS	REF007	To be submitted by HMEPS members who wish to receive a refund of their contributions to HMEPS.
Request to Apply for Normal or Deferred Retirement May be faxed to HMEPS	RET011	To be submitted by members who are eligible to retire or by members or former members who have at least five years of credited service and will attain the required age and years of credited service for deferred retirement at a future date.
Request for DROP Distribution or Beneficiary Form May be faxed to HMEPS	DRP048	To be submitted by DROP participants who wish to take a distribution from their DROP account or who wish to change DROP beneficiary information.
Request to Purchase Credited Service May be faxed to HMEPS	SPO035	To be submitted by HMEPS members who wish to purchase credited service (e.g., credited service forfeited for a refund, or for which contributions were not made; military service). Note: Conversion of service from Group B to Group A was no longer available after 12/31/05.
Retiree/Former Member Change of Address	GEN001	To be submitted when you are in the process of, or already have moved to, a new address (or one different from the current address HMEPS has on record).
Electronic Funds Transfer Direct Deposit Enrollment Application - (Direct Deposit)	GEN010	To be submitted by those annuitants who wish to have their benefit payments deposited directly into a personal account at a bank or other financial institution.
Special Tax Notice Regarding Plan Payments	GEN008	Summarizes the federal tax rules that might apply to payment(s) you are eligible to receive from HMEPS and contains information you will need before you receive your benefits.
Overview of Rollover or Transfer of Funds to HMEPS	SPO036	Provides information for HMEPS members regarding HMEPS's acceptance of rollovers or trustee-to-trustee transfers of funds as payment for HMEPS credited service.
Election to Change Group Participation	SPO004	To be submitted by HMEPS members who wish to change participation from Group B to Group A for future service only.
DROP Request May be faxed to HMEPS	DRP034	To be submitted by HMEPS members who are eligible to retire and who wish to participate in the Deferred Retirement Option Plan (DROP).
Request for Issuance of a Replacement Check	GEN087	To be submitted by an HMEPS benefit recipient to request a replacement benefit check because the original benefit check was not received in the mail, was lost/destroyed/stolen after being received, or other specified reason.
Form W-4P		To be submitted by HMEPS participants who wish to change the amount of federal income tax withheld from their retirement benefit.

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