RETIREES or other qualified payees (surviving spouse, beneficiary or qualified domestic relations order payee) in the Employee Retirement System must make changes to bank or bank account information by completing a "Montgomery County Employees' Retirement System Electronic Direct Deposit Election Form, effective September 2024. Forms are available online by clicking on the link below. The instructions are on the form. In addition, the bank must be a U.S. Bank. If unable to print form, online users may submit a request by clicking on the Create Service Request button below. Please complete all of the fields in the Contact Information section and provide a brief description of the request in the Brief Description field.

Helpful reminders for completing the form:

New bank statement from old and new bank with name and address on statement. Check can be sent ONLY if the bank statement does not provide a full account number. With some exceptions, most employees hired prior to 1994 are in the ERS System. For retirees unsure about what retirement program they are in, please see the topic entitled: "Retiree - Pension Plan Determination."