State Retirement System of Illinois

Bruce Rauner, Governor

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   Tax Information Brochure   

Taxes, Lump Sum & Rollovers Information

The State Employees' Retirement System (SERS) is a qualified plan under Section 401(a) of the Internal Revenue code. This brochure presents the possible tax consequences on lump sum & rollovers benefits paid by SERS.

Download the State Employees' Retirement System's Taxes, Lump Sum & Rollovers Information in Adobe Acrobat portable document format (pdf)
(These files can be viewed and printed using a free Adobe Acrobat Reader. Just visit the Adobe website for a free Adobe Acrobat File Reader to install on your computer.)
Printed brochures are also available from our office.

SERS Brochures

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