State Retirement System of Illinois

Bruce Rauner, Governor

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   Your Benefit Statement   

All active SERS members will receive their annual Benefit Statement with the August SERS-O-GRAM. Your statement only displays the last four numbers of your Social Security number to protect you from identity theft, which has become one of the most frequent and costly crimes in the U.S.

Your Benefit Statement highlights specific information about your SERS account. It lists any service you may have with a reciprocal system, any service you may be eligible to purchase or repay, and states your service credit in months as well as years.

It also displays your named beneficiaries in the Death Benefits section. You may change your beneficiaries at any time by completing and filing with SERS a new Nomination of Beneficiary(ies) form.

We frequently receive several new beneficiary forms with a different address than what is on the member’s W-4 form. A new address on a beneficiary form doesn’t automatically update your address with SERS (see below).

If You Don't Receive Your Benefit Statement in the mail by mid-September, you probably have an incorrect mailing address on file with the Comptroller's Office. All Benefit Statements with an incorrect mailing address will be sent back to our office, so we can identify these members on our database.

If you change your address, you need to complete a new W-4 form with your agency Payroll Officer. This allows the Comptroller’s office and SERS to maintain a current, up-to-date mailing list for future newsletters and other information.

In mid-October, all returned Benefit Statements will be sent to the agency's Retirement Coordinators. They will be asked to distribute these Benefit Statements to their employees. If you don't receive your statement by the end of October, please contact us.

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