at www.SERS.pa.gov. Disability - Public School Employees' Retirement System Create a New Account You will be examined by an SERS-appointed physician. SERS Benefits Plan Calculator - PA.Gov Please enable scripts and reload this page. For a table with the specified number of months, see the. The written request must include the date of marriage and the date of legal separation. Such termination can occur if they are capable of performing the duties of a job that can be reasonably found with pay at or above 75% of the annual compensation of their previous school job, and for which they are qualified. PDF (for members hired before 1/1/19) - Pennsylvania State Employees PSERS retirement benefits may be classified as marital property that can be divided in a divorce. Once approved, users are notified by e-mail and provided with credentials and instructions. If you are receiving a disability retirement benefit from PSERS, there are two items that are critical to the continued receipt of this type of benefit if you are not superannuated. Please call 1-800-225-7223 for more information. Benefits may be terminated or suspended if you do not obtain recommended medical treatment and/or vocational rehabilitation. Do not receive a service retirement benefit. This summer, we will offer theEmployer 101 Workshopin various cities around Ohio. Class T-G and Class T-H members can use the estimate calculator on the public PSERS website to create their retirement estimates. Under both plans, you are eligible for disability benefits if you: You are not eligible to apply for a SERS disability benefit if you are receiving a disability benefit from another Ohio retirement system. These documents can be accessed and submitted through your Account Login. This is an optional coverage that is available with the LTD program. This staggering collective value alone places a target on pension systems from a myriad of individuals and groups Before You Call: Answers to Frequently Asked Questions. FFYF Education Programs. Contact PSERS to receive an Application for Disability Retirement. The time to complete the process varies, but generally takes between three and five months. Twitter; Facebook; Linked In; You Tube SERS Disability Retirement Guide - 5 Medical Information Needed SERS will not process disability retirement applications without appropriate and sufficient medical information. Public School Employees' Retirement System. If you fail to return the form within the specified time, you risk not receiving your monthly benefit on time. Forms: Alphabetical Order - Public School Employees' Retirement System The Board will review all recommendations from its medical advisory committee for approval or denial of disability benefits, and will make the final determination. Eligibility If you become disabled while employed, you may be eligible for benefits under one of two disability plans. Forms & Pubs. Failure to return the form at all will result in the denial of your disability retirement renewal and your disability benefit will stop. If you have questions about your SERS retirement benefit and options, please contact us at 1.800.633.5461, ra-sersretc@pa.gov. You may be trying to access this site from a secured browser on the server. These renewal forms must be completed and returned to PSERS within the specified time frame shown on the form. Any division of a retirement benefit in a divorce must be accomplished through the terms of an. After three or five years on SERS disability, disability recipients who are capable of performing a job other than their previous job could be terminated from disability. The retirement counselor meets with the member face-to-face, in order to complete the application, after the member has called to set up a meeting. If the form is not returned, you will forfeit all rights to the disability retirement benefit. Disability recipients who are covered by SERS health care must apply for Social Security Disability Insurance early Medicare due to disability. Pennsylvania State Employees Retirement System 0 orth rd Street, Suite 150 Harrisburg PA 1101 . If you were a member before July 29, 1992, you are covered by the old disability plan, unless you exercised a one-time election to switch to the new plan. If the result is less than $86.00, then $86.00 is the value of each year; and, the number of years of service credit is then multiplied by this value of each year. Only earned income is to be reported to PSERS. Exempted service ERI (Early Retirement Incentive), or 'buy out' There are three times when you can enroll in SERS' coverage: When you retire or begin receiving a disability benefit Within 90 days of becoming eligible for Medicare Within 31 days of the involuntary termination of health care coverage under another plan. Disability benefits must be approved by PSERS based on your medical documentation and your job description. Divorce Guidelines and Forms - Public School Employees' Retirement System PDF (for members hired before 1/1/19) - Pennsylvania State Employees If you are granted disability benefits, you may be required to seek, obtain, or continue medical treatment and/or vocational rehabilitation for the disabling condition as recommended by the Board physician or other consultants in order to receive benefits. PDF Disability Retirement Benefits - Pennsylvania Public School Employees PSERS must receive an Annual Earnings Statement, and if you were granted a short-term disability benefit, you must submit a renewal. This workshop will cover important topics including: membership, compensation, contribution reporting, payments, and annual processes. The benefit cannot be less than 30% of your FAS or more than 75%. PSERS has created a how-to video that guides you through the process of creating a retirement estimate on the MSS Portal. All Retirees It is your responsibility to contact the State Employees' Retirement System (SERS), or the PEBTF if you do not have a SERS pension, to: Health Care Coverage | SERS 5 Years If you are physically or mentally unable to perform the duties of your current position, you are eligible to apply for a SERS disability retirement benefit. Proudly founded in 1681 as a place of tolerance and freedom. Complete a SERS Online Employer Services Access Request Form and submit it to us as directed on the form. If you become disabled while employed, you may be eligible for benefits under one of two disability plans. If the completed Annual Earnings Statement is not returned by April 30 of the current year, the monthly disability benefit payment stops until we receive the information. PSERS reserves the right to review and/or revoke your disability benefit at any time. Lets Talk About PSERS Disability Retirement Benefits, or contact your Request an Account. Contact a SERS Retirement Counselor at ra-SERSretc@pa.gov or 1.800.633.5461 for more information about your plan options. Are permanently disabled, either physically or mentally, for work in your SERS-covered position as determined by a physician appointed by SERS. Pennsylvania State Employees' Retirement System - PA.Gov To be eligible to convert, your coverage must have ceased due to your termination of employment from Penn State. Welcome to the Generic PSERS Retirement Benefit Calculator - PA.Gov Pennsylvania State Employees' Retirement System | Harrisburg PA - Facebook You must file an Application for Disability Retirement (PSRS-49) to be considered for the benefit. If a subsequent SERS medical re-examination finds that you are no longer disabled. PSERS > Forms, Publications, and Presentations > Publications > Active > Disability Benefits. For more information about a disability retirement, please refer to the PSERS pamphlet, Long-term disability provides you and your family with protection from loss of your income if you become unable to work because of an accident, illness or injury. School Employees Retirement System of Ohio. RIP calculation example using the above yearly rate to calculate the per pay premium contribution: Monthly: $50,000 salary x $0.00089 = $44.50 per year;$44.50 yearly premium / 12 monthly pays in the year = $3.71 premium per pay, Bi-weekly: $50,000 salary x $0.00089 = $44.50 per year;$44.50 yearly premium / 26 monthly pays in the year = $1.71 premium per pay. If you have been covered on the Long Term Disability benefits under Penn State's group LTD plan for at least 12 consecutive months and your employment terminates while insured with Unum Life Insurance Company of American (Unum), you may be eligible to convert your policy and become insured under the Unum Group Long Term Disability Conversion Pol. Distribution of the retirement benefit must remain in compliance with the PSERS Retirement Code. The SERS Retirement Boards medical advisory committee and/or the chair of the committee, will review the examiners report and all records submitted with your application, and will make a recommendation to the Board. You may receive up to two years of disability credit for the time you received disability benefits, and purchase any time over two years. Plan Highlights - Pennsylvania State Employees' Retirement System Pennsylvania State Employees' Retirement System Your physician must complete a Disability Medical Report, which your counselor will provide you, or can be found on the SERS website, www.sers.pa.gov. Fax: 717.237.0346 *Cannot be submitted by fax . Under the new disability plan, the amount of your annual benefit is the greater of: 45% of your FAS; or, your total service credit at the time of your application multiplied by 2.2% of your FAS. Requests are typically reviewed within two weeks. Only earned income is to be reported to PSERS. Exceptions: If you contributed to a SERS pension in the past or you were hired into certain hazardous duty law enforcement or security positions, this calculator is not for you. Have at least five years of total service credit. This plan includes a disability retirement benefit that provides monthly pension payments, and for those employees under the Governor's jurisdiction and most independent employers, majority state-paid retiree health insurance for the term of your disability retirement benefit. The first digit indicates how many 1099-R forms you will receive from SERS for 2022. Keystone State. The 331 Building, Suite 136 University Park, PA 16802, Reinstatement of Dependent after a Failed Dependent Verification, Handling Disciplinary Meetings with Tech Service Employees, Reporting a Work-Related Illness or Injury, Diversity, Equity, Inclusion, & Belonging. Actuarial Reduction Debts, if any, for which you have an actuarial reduction N/A to your benefit which will continue to accrue interest PSERS Divorce Guidelines. If you have questions about your request, call 717.237.0322. 93.) Pennsylvania State Employees' Retirement System 30 North 3rd Street, Suite 150 Harrisburg, PA 17101. or. Please enable scripts and reload this page. These retirees must provide PSERS with their annual earnings information. Long Term Disability | Human Resources - Pennsylvania State University prior to the date of retirement are not earned income and should not be included. These renewals are sent to coincide with the retirement date, usually on a yearly basis. A medical determination will be made on whether you are permanently disabled for work in your SERS-covered job. By letter dated March 2, 2011, Robinson requested that SERS adjust his disability retirement benefit to include a service connected disability supplement under Section 5704(f) of the State Employees' Retirement Code (Code), 71 Pa.C.S. PDF NEW MEMBER PLAN COMPARISON - Pennsylvania State University More information about divorce matters relating to your retirement benefit is found in the PSERS publication Retirement Calculator - Public School Employees' Retirement System The following restrictions apply when allocating the PSERS retirement benefit: The total benefits payable to the PSERS member and the former spouse cannot exceed the benefit which would have been payable in the absence of a divorce. 5704(f).1 By letter dated March 4, 2011, SERS informed Robinson that he qualified for a disability . The contribution will be equal to 14.29% of your pre-disability income and is available to participants in both the State Employee's Retirement System (SERS) and the TIAA retirement plans. Disability Benefits | SERS Founded in 1923, the Pennsylvania State Employees' Retirement System is one of the. Proudly founded in 1681 as a place of tolerance and freedom. A disability retirement is an alternative to a regular (normal or early) retirement for members who are unable to perform their current public school employment duties for medical reasons. Your service credit includes all service credit you have at the time of your application plus the number of years between your current age and age 60. For retirees on a special short-term disability retirement, it may be sooner than one year. In addition, SERS will contact your school employer to obtain information on your current job duties and other payroll information. The valuation should be requested at least four weeks in advance of when the information is needed. Did not receive a refund of your contributions. Receiving a Disability Retirement - Public School Employees' Retirement These retirees must provide PSERS with their annual earnings information. PSERS retirement benefits may be classified as marital property LTD calculation example using the above yearly rate to calculate the per pay premium contribution: Monthly: $50,000 salary x $0.00187 = $93.50 per year; $93.50 yearly premium / 12 monthly paysin the year = $7.79 premium per pay, Bi-weekly: $50,000 salary x $0.00187 = $93.50 per year;$93.50 yearly premium / 26 bi-weekly paysin the year = $3.60 premium per pay. . You also must apply before you are 60 years old. Employer Login (ESS) Member Login (MSS) Fraud, Waste and Abuse Reporting. If you became a SERS member on or after July 29, 1992, you are covered under the new disability plan. Public School Employees' Retirement System, PSERS Return to Service Guidelines and Clarifications, Lets Talk About PSERS Disability Retirement Benefits. PDF Guide to Your SERS-Issued 1099-R Tax Form Forms - Pennsylvania State Employees' Retirement System $31,250 Once your maximum annual retirement allowance is calculated, SERS determines how much your actual monthly payment will be based on a variety of factors, including the monthly payment option you select when you retire. If you have been covered on theLong Term Disability benefits under Penn State's group LTD planfor at least 12 consecutive months and your employment terminates while insured with Unum Life Insurance Company of American (Unum), you may be eligible to convert your policy and become insured under the Unum Group Long Term Disability Conversion Policy. Annual Earnings Statement In early January, PSERS mails an Annual Earnings Statement to retirees not superannuated who receive a PSERS disability retirement benefit. (N.T. As a member of the A-5 class of service, your mandatory contribution toward your retirement benefit is 8.25% of your pay, which is split between the two plans with 5% going toward your pension and 3.25% going toward your investment plan. If you become insured under another employer's group plan within 31 days after termination and have already applied for conversion, you are required to notify Unum. The total benefits payable to the PSERS member and the former spouse cannot exceed the benefit which would have been payable in the absence of a divorce. Automatically, under the new disability plan, benefits will end after a specified ageor number of months, at the end of which period you can apply for a conversion retirement benefit. The Retirement Income Protection protects ongoing contributions to your retirement plan in the event of your disability. Regardless of your retirement plan selection, RIP contributions will be made to a TIAA account. PDF SERS Retirement Statement - PA.Gov Pennsylvania State Employees' Retirement System - PA.Gov Pennsylvania's PACE/PACENET Prescription Drug Program may be able to reduce their out-of-pocket expenses if they enroll in PACE/PACENET. 1.800.633.5461 | www.SERS.pa.gov Pennsylvania State Employees' Retirement System | 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 Remaining Balance Debts, if any, for which you are making payments to SERS. The valuation is different from a retirement estimate. Once SERS receives your completed Disability Benefit Application, Job Duty Form, and Authorization for Release of Protected Health Information Form, SERS will request information from your doctor. Your personal physician also must provide a report stating the basis of your disability. unreduced retirement benefit (SERS normal retirement age is 65, 60, 55, or 50, depending on your class of service). Benefits are subject to approval, denial, or renewal based on your medical documentation and your job description. Ready to Retire Forms and Publications Planning for the Unexpected It should be comforting to know that if the road to retirement takes an unexpected turn, disability benefits are available to help those who need them.