Oregon PERS Tier One/Tier Two Estimate Request Form
This form is for requesting an estimate of Tier One/Tier Two retirement benefits from the Oregon Public Employees Retirement System. It includes instructions for filling out the form and important residency information. Ensure your contact details are accurate to facilitate processing.
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How do I fill this out?
To fill out the Oregon PERS estimate request form, begin by clearly typing or printing all required information. Follow each section carefully to ensure no details are missed. Submitting an incomplete form may delay your request.
How to fill out the Oregon PERS Tier One/Tier Two Estimate Request Form?
1
Type or print the required information clearly.
2
Fill out all sections including member and residency information.
3
Provide accurate contact details for confirmation.
4
Sign and date the form before submission.
5
Submit by mail or fax to the specified addresses.
Who needs the Oregon PERS Tier One/Tier Two Estimate Request Form?
1
New members of the Oregon PERS who want to estimate their retirement benefits.
2
Former PERS members looking to reconnect with their benefits.
3
Employees planning to retire in the next 24 months needing an estimate.
4
Individuals wanting to understand their benefits better.
5
Beneficiaries of current PERS members seeking information about the options available.
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What are the instructions for submitting this form?
To submit this form, ensure it is completed and signed. Mail it to the address: PO Box 23700, Tigard OR 97281-3700, or fax it to Member Services at 503-598-0561. For quicker processing, double-check all entered information for accuracy.
What are the important dates for this form in 2024 and 2025?
For 2024, ensure your request is submitted well in advance of your intended retirement date. The processing of requests is prioritized by retirement date. For 2025, continued compliance with these submission guidelines is essential as PERS manages many requests annually.
What is the purpose of this form?
The Oregon PERS Tier One/Tier Two Estimate Request form serves to estimate retirement benefits for eligible members. It is designed to gather necessary member details, residency status, and employment history to calculate accurate benefit estimates. Completing this form is essential for members to understand their financial planning for retirement.
Tell me about this form and its components and fields line-by-line.
- 1. First Name: The first name of the member completing the form.
- 2. Last Name: The last name of the member.
- 3. Social Security Number: Optional but helpful for identifying the account.
- 4. Date of Birth: Member’s birth date for eligibility verification.
- 5. Mailing Address: Current address for correspondence.
- 6. Phone Numbers: Contact numbers for follow-up.
- 7. Beneficiary Information: Details about the chosen beneficiary.
- 8. Retirement Date: The intended retirement date.
What happens if I fail to submit this form?
Failing to submit the form correctly may result in delays or the inability to receive retirement estimates. It is essential to ensure that all required fields are completed accurately.
- Delay in Processing: Incomplete or illegible submissions can cause significant delays.
- Missing Estimates: Incorrect contact information may lead to not receiving your estimates.
- Ineligibility for Benefits: Failure to provide accurate member information may impact eligibility.
How do I know when to use this form?
- 1. New Members: To understand their benefits and make informed decisions.
- 2. Retiring Employees: To estimate benefits prior to retirement.
- 3. Beneficiaries: When assessing future benefits following a member's retirement.
Frequently Asked Questions
How do I fill out the Oregon PERS Estimate Request form?
Carefully type or print your information in the provided fields, making sure to complete every section.
What should I do if I don’t have a PERS ID?
You can leave the PERS ID field blank. However, providing your Social Security number may help locate your account.
Can I request more than two estimates in a year?
Only two estimates are provided free of charge per calendar year.
How do I submit my completed form?
You can mail the form to the address listed or fax it to Member Services.
Is there a deadline for submitting this form?
The retirement date must be after your employment end date and within the upcoming 24 months.
What happens after I submit my request?
PERS will process your request in the order it is received and you will receive your estimates accordingly.
Can I submit my form online?
Currently, submissions must be mailed or faxed.
What if I make mistakes on the form?
Illegible or incomplete forms may be returned, delaying your request.
Is my Social Security number mandatory?
Providing your SSN is voluntary, but it aids in account identification.
Where can I find more information about buying service credit?
Detailed information is available on the Oregon PERS website regarding eligible purchases.
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