You can review the Sample Member Statement of Account (1.02 MB PDF) as an Adobe Acrobat Document, or in HTML format through the below links.   

Your statement contains personal and confidential information about your SERS retirement benefit and should be filed with your other important financial records. Before you do that, please:

• Review your data to be sure it’s right. If something doesn’t look right, report it to your Regional Retirement Counseling Center by calling 1-800-633-5461.
  
  Please keep in mind that some data contained in this statement is based on information provided by your employer and all data remains subject to final audit by SERS. If projected benefit amounts are provided, they are estimates only. Your actual benefit may not exceed limits imposed by the Internal Revenue Code and the Pennsylvania Retirement Code.
   
• Check your Beneficiaries as listed on the next page. If the list is blank or does not reflect your current wishes, please file a new Beneficiary Nomination Form as soon as possible.
  
  The financial protection offered under your retirement plan in the event of your death could amount to a significant sum of money. Keeping your Beneficiary designation up-to-date will ensure that benefits are paid promptly and properly. It’s important to update your Beneficiary designation after major life changes such as marriages, divorces, births, deaths, or Beneficiary name or address changes.
  
  In the event of a divorce, it is particularly important to file a new Beneficiary Nomination Form. Whether your pre-divorce designation of your spouse as a Beneficiary remains effective will depend on the date of your designation and your state of residency at the time of death. Federal pension statutes and Employee Retirement Income Security Act (ERISA) requirements do not apply to governmental plans like SERS.
  
  You may change your Beneficiary at any time by filing a new Beneficiary Nomination Form with SERS. You can download a form at www.SERS.state.pa.us, through the "Forms" link or you can request one from your SERS’ Retirement Counselor by calling 1-800-633-5461.

If you have questions about your SERS retirement benefit, contact your SERS Retirement Counselor at
1-800-633-5461.
 

Links to other sections of this statement:
General Information
Basic Data
Estimated Retirement Benefits
Key Terms