Retired Member Updates

1/25/2017
Your Annual Statement Is in the Mail
Yesterday, we mailed your Personal Statement of Pension Payments, featuring the 2017 payment calendar, directly from our print and mail vendor in Claysburg, PA. A copy of your statement is available in your online member services account.

If you would like to receive retiree updates directly to your e-mail, sign up here.

1/18/2017
1099-R Tax Documents Are in the Mail
Yesterday, we mailed your 1099-R tax documents directly from our print and mail vendor in Claysburg, PA. Your forms also will be available in your online member services account this Thursday, Jan 19, 2017. If you do not receive your 1099-R tax documents by Jan 31, 2017, please contact a SERS Retirement Counselor at 1.800.633.5461.

You can expect your account statement, featuring the 2017 payment calendar, in about a week. It, too, will be mailed from Claysburg and available in your online member service account shortly thereafter.

1/02/2017
2017 Payment Calendar
The 2017 SERS Payment calendar is posted.  You can get your copy here.

11/4/2016
IMPORTANT REHP INFORMATION

If you are covered by a health insurance plan administered by the Pennsylvania Employees Benefit Trust Fund (PEBTF), your health insurance plan may change this fall.

Medicare Eligible Retirees
If you or a dependent on your PEBTF-administered health insurance coverage is eligible for Medicare, you can choose a new health plan during Medicare Open Enrollment between October 24 - November 11, 2016, but it is not required.

Non-Medicare Eligible Retirees
You must choose a health plan during your open enrollment between October 17 - November 4, 2016.

3/15/2016
Keep Alert to Potential Phone Scams
A few members have reported receiving questionable automated phone calls. The automated message indicates the call is from SERS and asks the member to confirm his or her personal information by logging into a website.

To protect your personal information from scams like this, never give your personal or financial information to anyone over the phone or online unless you initiate the call or verify the website address is legitimate.

1/25/2016
Your Annual Statement Is in the Mail
Earlier today, we mailed your Personal Statement of Pension Payments, featuring the 2016 payment calendar, directly from our print and mail vendor in Claysburg, PA. Your statement is available in your online member services account.
If you would like to receive retiree updates directly to your e-mail, sign up here.

1/15/2016
1099-R Tax Documents Are in the Mail
Earlier today, we mailed your 1099-R tax documents directly from our print and mail vendor in Claysburg, PA. Your forms also will be available in your online member services account next Wed, Jan 20, 2016. If you do not receive your 1099-R tax documents by Feb 1, 2016, please contact a SERS Retirement Counselor at 1-800-633-5461.

You can expect your account statement, featuring the 2016 payment calendar, in about a week. It, too, will be mailed from Claysburg and available in your online member service account shortly thereafter.

We will post another update here when we mail the statements. If you would like to receive retiree updates directly to your e-mail, sign up here.

1/7/2016
Tax Documents to Mail Jan. 14

If you received a payment from us last year, you will receive at least one 1099-R tax document from us in the next few weeks. The 1099-R tax documents are scheduled to mail on January 14, 2016, directly from our print and mail vendor in Claysburg, PA. Approximately a week later, your account statement, featuring the 2016 payment calendar, will be mailed from Claysburg.

If you would like to receive future retiree updates like this by e-mail, you can sign up here.

5/13/2015
Pension reform is a Hot Topic in Harrisburg

Recent news reports have included stories about a few pension-related bills that are currently being drafted or have been introduced. One bill in particular, Senate Bill 1, proposes changes to the future benefit to be earned by current employees.

It is important to keep in mind that any changes to the structure of the SERS benefit must be introduced as a bill, passed by both chambers of the legislature and signed into law by the Governor.  

Our retirees should also note that none of the bills currently under consideration affect their benefits. 

As the administrator of the SERS pension benefit, we do not advocate for or against specific pension reform bills. We are, however, closely monitoring legislative activity and will notify you if any law enacted will impact your benefit.
We encourage you to remain informed as this debate unfolds.

You can read proposed legislation and track its progress on the legislature's website, www.legis.state.pa.us, by using the keyword "pension." The site also features a legislator search tool so that you can find the name and contact information for your legislators.  

To receive updates like this by e-mail, sign-up on our website.  

4/24/2015
Keep Alert to Potential Phone Scams
A few members have reported receiving questionable phone calls in which the caller claims to be with the U.S. Treasury or IRS and indicates that there is an issue with the member's SERS benefit. The callers also claim that the member will be brought before some sort of government magistrate or grand jury if they ignore the call. The callers can be aggressive in tone and may call multiple times.

The calls that members have described are similar to this well-known IRS scam.

To protect your personal information from scams like this, never give your personal or financial information to anyone over the phone unless you initiated the call to a company or agency that you are certain is legitimate.

1/27/2015
Your Annual Statement Is in the Mail
Earlier today, we mailed your Personal Statement of Pension Payments, featuring the 2015 payment calendar, directly from our print and mail vendor in Claysburg, PA. Your statement is available in your online member services account.

If you would like to receive retiree updates directly to your e-mail, sign up here.

1/16/2015
1099-R Tax Documents Are in the Mail
Earlier today, we mailed your 1099-R tax documents directly from our print and mail vendor in Claysburg, PA.
Your forms also will be available in your online member services account this Monday, Jan 19, 2015.   
You can expect your account statement, featuring the 2015 payment calendar, in about a week.  It too will be mailed from Claysburg and available in your online member service account shortly thereafter.

We will post another update here when we mail the statements. If you would like to receive retiree updates directly to your e-mail, sign up here.

1/5/2015
Tax Documents to Mail Jan. 16

If you received a payment from us last year, you will receive at least one 1099-R tax document from us in the next few weeks.The 1099-R tax documents are scheduled to mail on January 16, 2015, directly from our print and mail vendor in Claysburg, PA. Approximately a week later, your account statement, featuring the 2015 payment calendar, will be mailed from Claysburg.

If you would like to receive future retiree updates like this by e-mail, you can sign up here