Agencies
Services
Forms
Forms regarding your SERS account can be found on your member services account under "Forms & Applications".
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
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.
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.
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.
Pension Benefit Forms
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
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.