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SERS Annuitant Information

SERS Annuitant Information
Name John Q. Annuitant	Member's Effective Date of Annuity 06-30-1999
Social Security Number XXX-XX-####	Date of Birth 01-23-1956
Elected Retirement Option MSLA - Maximum Single Life Annuity is the basic SERS retirement benefit that provides you a monthly annuity for as long as you live. Under this option your monthly annuity benefit ceases at your death. The only amount payable after your death is: 1) the portion of your monthly benefit owed for the number of days you were alive in the month you die; or, 2) if you did not withdraw your contributions and interest at retirement, the balance of that amount less any monthly payments SERS made to you. The payment for days you were alive in the last month will be made to your estate. The balance of your contributions and interest, if any, will be paid to your designated Beneficiaries. The full terms of your retirement contract are set forth in your retirement package.

Annual Summary of Your 2012 Annuity Payments
Total Gross Annuity		$6,000.00
Less Deductions and Withholdings
	Federal Income Tax	$240.00
	Health Insurance Premium	$60.00
	Other Authorized Amounts	$1,200.00
Total Net Annuity		$4,500.00

Look for Tax Documents

Do not use this Personal Statement to file your taxes. A 1099-R form will be mailed to your home address by January 31.

Coming Soon: Online Improvements

If you want to look up your SERS member account data or get copies of previous Personal Statements or 1099-R forms, visit SERS’ new Online Member Services. The system is new, so—even if you used the previous online services—you’ll need to create a new account to access your information.

Links to other sections of this statement:
General Information

SERS Annuitant Information

Amounts Withheld from Your Monthly Payment

Annuitant Change of Address Form

2013 Retirement Payment Calendar
Considering Returning to Work?

Last published: 04/04/2013 03:32 PM