Learn More about PERS and Your Retirement
The PERS Retiree Handbook provides a broad overview of what being a retiree of PERS means. This resource includes information on monthly benefit allocations, changing options after retirement, planning for physical or mental incapacity, returning to work, and other general quick-reference facts.
PERS Retiree Handbook
Change of Account Information
Keeping PERS up to date with changes to your name, address, and, or spouse and beneficiary information allows us to provide you with the most efficient service possible, including timely delivery of your PERS newsletter, issuance of your annual Internal Revenue Service Form 1099-R each January, and other mail outs from your retirement system. For the protection of our retirees and members, PERS does not accept a change of address or change of beneficiary information over the telephone. To make a change to your account, submit a completed Form 1C, Change of Information.
Annual Internal Revenue Service Form 1099-R
PERS mails to each benefit recipient every January his or her Internal Revenue Service Form 1099-R. Duplicate 1099-Rs may be requested by calling PERS at 800-444-7377 or 601-359-3589. You will be required to provide your Social Security number and the tax year for the 1099-R needed. Please allow one to two weeks for PERS to process your request.
A Guide to Your IRS Form 1099-R
Updating Federal Tax Withholding Preferences
Federal tax withholding is based on the tax
withholding preferences you elected for your monthly PERS retirement benefit
(e.g., marital status and exemptions claimed). PERS recommends that retirees review their federal tax withholding preferences with their tax preparer to determine if any adjustments need to be made.
If adjustments are needed, retirees may update their federal tax withholding with PERS anytime. To update federal tax withholding from your PERS retirement benefit, complete, sign, and submit a PERS Form 17, Certificate of Withholding Preference. This form may be downloaded from the PERS website or requested by mail from PERS staff by calling 800-444-7377 or 601-359-3589.
PERS Form 17, Certificate of Withholding Preference
Request Benefit Verification
You may request a verification of your benefits by contacting PERS Customer Service. You may call in your request at 800-444-7377 or 601-359-3589, or you may fax your request to 601-359-6707 with the following information:
- Retirement Plan (PERS, SLRP, MHSPRS, or MRS)
- Last Four Digits of Social Security Number
- Current Address*
- Contact Telephone Number
* Please make sure you have kept your mailing address up to date with PERS. If you need to update your address with your current address, please submit to PERS a completed PERS Form 1C, Change of Information.
Thinking of Returning to Work?
The PERS Thinking of Returning to Work? guide provides an overview of the stipulations for PERS retirees who plan to return to covered service. From local-elected officials to independent contractors, this guide gives guidance.
PERS Thinking of Returning to Work? Guide