SERS members have recently been targeted by a variety of phishing scams, including emails, phone calls, and text messages that attempt to impersonate or imply affiliation with SERS.

Emails
The fraudulent emails may provide links, including DocuSign, and allege to provide the member with the option to sign up and receive their monthly SERS benefit payments four days early by providing personal financial information, including bank account information. SERS does not offer an early benefit payment option or request personal or banking information by email or use of DocuSign. Please note that our emails are always sent from an srs.illinois.gov email address.

Phone calls and Text messages
Several members have recently reported receiving unsolicited phone calls and text messages from individuals claiming to be associated with SERS. These individuals initially contact the member by phone call or text message and attempt to set up counseling appointments with the member, generally through a follow-up email and/or text message. These phone calls have been received on State landlines and State issued cell phones. SERS does not contract with anyone outside of the agency to contact members about retirement counseling appointments or other financial services. SERS does not cold call members for retirement consultations, and only schedules retirement counseling appointments at the request of the member.

If you receive a suspicious email, call, or text message that purports to be SERS that you suspect is a scam, please report this activity to the SERS call center at 217-785-7444. Information that you provide can help SERS prevent and detect schemes that impact our members.

Forms

Forms regarding your SERS account can be found on your member services account under "Member Services".

Contact your Retirement Coordinator (RC) if you need assistance with any form. Your RC's name and phone number can be found on your Annual Statement.

Other Forms

Form 501 Change of Information

This form may be used by benefit recipients only to make member information change. If you are an active employee, you must contact your payroll office to make these changes.

Form 3034 Request for Payment to Trust

The appropriate legal documents establishing the trust must accompany this form. A trust is a property arrangement on which a trustee, such as a person or a bank trust department, holds title to, takes care of , and in most cases, manages property for the benefit of one or more third parties (beneficiaries). You should seek legal advice if you are setting up a trust.

Form 3606 Small Estate Affidavit

This document is used when the total of an Illinois decedent's estate is less than $100,000.00 AND the estate does not own real estate. A small estate affidavit may be used to transfer property to the decedent's beneficiaries/heirs without opening a formal probate estate. You should seek legal advice to complete this form.

Form W-4P Federal Withholding Certificate

This form is used to change Federal tax withholding from your SERS payment.

Pension Benefit Forms

Retirement Packet and other Retirement Information

This packet is used for starting your retirement process in a step by step instruction. There are other helpful tools within this area to help with your retirement questions.

Form 3844 Reversionary Annuity

This form is to be completed if you are electing a reversionary annuity. A reversionary annuity is paid when you voluntarily reduce your monthly retirement annuity to provide a portion of that annuity to your surviving spouse upon your death. Please read the Reversionary Annuity booklet provided to you in the publications section of the SERS web site. If you are interested, call SERS Pension Section and they will provide you with information needed to complete this form.

Survivor Benefit Forms

Form 3033 Student Recertification/Decertification for Survivor's Annuity

This form is automatically sent to the appropriate survivor's benefit recipients. If you misplaced the original sent to you this form can be downloaded and used. Please have the school you attend complete the lower portion of the form.

SERS Contact Information

2101 S. Veterans Parkway
Springfield, IL 62704
Phone: 217-785-7444
Fax: 217-785-7019
Email SERS

Helpful Links

JRS/GARS Contact Info

2101 S. Veterans Parkway
Springfield, IL 62704
Phone: 217-782-8500
Fax: 217-524-9039
Email JRS
Email GARS

FOR JRS/GARS MEMBERS ONLY
JRS/GARS representatives do not have the ability or authorization to access SERS member data, or to assist SERS members.