Registration for November Virtual Retirement Conference - Ohio SERS

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Next Retiree Payment Date: July 31

Next Retiree Payment Date: July 31

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Register to attend the November 21 Virtual Retirement Conference

Complete this form to register and also request an Estimate of Benefits. Be on the lookout for a reminder email one week before the webinar. The email will include your link to join the meeting in Zoom.

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This field is for validation purposes and should be left unchanged.

Question 1: Name(Required)

First Last

Question 2: Date of Birth(Required)

Month

Day

Year

Question 3: Email(Required)

Question 4: Beneficiary's Name(Required)

Question 5: Beneficiary's Date of Birth(Required)

Month

Day

Year

Question 6: Relationship of Beneficiary(Required)

Question 7: How would you like your estimate calculated?(Required)

An estimate based on the following years of service [specified in question 7(a)]

An estimate based on the following age [specified in question 7(a)]

An estimate assuming I continue working until the earliest date I am eligible to retire

An estimate based upon a date I provide in Question 7(a)

Question 7(a): If you selected an estimate in the previous question based on years of service, a specific age, or a specific date, please enter that here:

Question 8: If you would like a 2nd estimate based on different years of service, age, or date, select an option here:

An estimate based on the following years of service [specified in question 8(a)]

An estimate based on the following age [specified in question 8(a)]

An estimate assuming I continue working until the earliest date I am eligible to retire

An estimate based upon a date I will provide in Question 8(a)

Question 8(a): If you would like an additional estimate based on different years of service, age, or date, please provide that choice here:

Question 9: How many months do you work during the school year?(Required)

Please enter a number from 0 to 12.

Question 10: How many days per week do you work?(Required)

Please enter a number from 0 to 7.

Question 11: You could take a portion of your retirement in a Partial Lump Sum Payment (PLOP) which is a one-time lump sum payment that would permanently reduce your lifetime monthly pension. Would you like a PLOP estimate?(Required)

Yes

No

Question 11(a): Enter the amount of the PLOP. This may be from 6 to 36 months of your unreduced pension, but it cannot reduce your original pension more than 50%

Question 12: Have you been a member of another Ohio public retirement system?(Required)

Yes

No

Question 12(a): Which system?

Question 13: Please use this field if you are requesting a 3rd estimate request in addition to the choices above.

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