Registration for September 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 September 26 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.

Name

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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