Member 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.

Publication Name
Beginning Your Journey: Member Handbook
Traveling Your Path: Member Benefits Guide
Understanding Your Survivor Benefits
Navigating a Change in Course: Member Disability Guide
Checklist: Applying for Retirement
Reaching Your Destination: Service Retirement Guide
Reaching Your Destination: Member Health Care Guide
Domestic Relations Guide
Informational Handouts
Top Ten Things You Should Know About Your SERS Retirement
Living the Dream: Retirement Planning Worksheet
Social Security and Your SERS Pension
Reemployment: How It Affects Your Pension
Newsletters
Future Matters Summer 2017 – Early- to Mid-Career
Summer 2017 – Mid- to Late-Career
Winter 2017 – Early- to Mid-Career
Winter 2017 – Mid- to Late-Career
Summer 2016 – Mid- to Late-Career
Spring 2016 – Early- to Mid-Career
Spring 2016 – Mid- to Late-Career
SERS Update Fall 2017 – Statement MBS-7000
Fall 2017 – Statement MBS-7001
Fall 2017 – Statement MBS-7003
Fall 2016 – Statement 25.90a
Fall 2016 – Statement 25.90b
Fall 2016 – Statement 25.90c

 
Fall 2016 – Statement 25.90d

Member Forms

Most of the forms below are available in Portable Document Format (PDF). You may need to download a free copy of the Adobe Acrobat® Reader™ to open them.

Form Name Form Number
Personal Information Change Form VER-0002
Member Beneficiary Designation VER-0006
Service Retirement Application BEN-0043
Direct Deposit Form MBS-0012
Authorization for Release of Member Information MBS-0002
Division of Property Order Form DPO
Application for Refund
*Special Tax Notice regarding the Taxable Portion of your Refund
REF-0013