Forms and Publications
The publications below are available in Portable Document Format (PDF). You may need to download a free copy of the Adobe Acrobat® Reader™ to open them.
Member Forms
- Personal Information Change Form
- Member Beneficiary Designation
- Service Retirement Application
- Direct Deposit Form
- Authorization for Release of Member Information
- Division of Property Order Form
- Application for Refund – Special Tax Notice included
- Application for Payment from a Reemployed Retiree’s Account
Purchasable Service Credit Forms
- Certification of Salary for Non-Contributing Service (Fiscal Officer) – For Non-Contributing Service with an SERS-Covered Employer
- Certification of School Service (Fiscal Officer) – For Other School Service and should NOT be completed by an SERS-Covered Employer
- Certification of Service (Member and Fiscal Officer) – For Federal or Out of State Service and should NOT be completed by an SERS-Covered Employer
Informational Handouts
- Account Login: Step by Step
- Ten Steps Toward a Secure Retirement
- Reaching the Retirement You’ve Worked to Achieve
- Top 10 Things You Should Know About Your SERS Retirement
- Social Security Handout and Your SERS Pension
- COLA Changes: What You Need to Know
- Reemployment: How it Affects Your Pension
- What is Medicare?
- Helpful Resources (Health Care)
- Special Instructions Related to COVID-19 for In-Office Appointments
Member Publications
Future Matters Newsletter: Early- to Mid-Career
Future Matters Newsletter: Mid- to Late-Career
Future Matters: Statement Edition
