This year’s member annual statements, reflecting information through December 31 of the preceding year, will be
mailed in May of this year. The information below will be updated each year to reflect the most current annual
statement information.
Annual statement information for all members
All PERS members who have worked in a qualifying position since January 1, 2004, have
two parts to their PERS retirement:
A
pension — Tier One, Tier Two, or Oregon Public Service Retirement Plan (OPSRP)
An Individual Account Program (IAP) account
The member annual statement you receive each year will include important details about both
benefits, based on information submitted by your employer and
annual earnings credited as of December 31 of the
prior year. Check that your date of birth and other personal information is correct. If not, contact your employer.
Note that statements pull data such as service credit, hours worked, and salary information reported by your employer
throughout the years. Other relevant information may not be reported until you separate from all PERS-covered
employment.
When you apply to retire, PERS will thoroughly review and verify all of your member information. If errors or
discrepancies are found, your benefit will be adjusted accordingly. As such, this review process may produce a final
benefit amount that differs from what appeared in any benefit estimates you request from PERS, whether through Online
Member Services or in writing.
For more details about benefit estimates, read our
Benefits Estimates webpage.
Want to know more about your retirement program?
PERS offers:
-
Online access to your
PERS
and
IAP
accounts. Remember: The online portal to your IAP is administered by PERS’ third-party administrator, Voya, and
requires additional steps before you log on. More details are available on our
IAP account log-on information webpage.
-
Member news and information via email or text alerts through
GovDelivery
Membership-specific FAQs and interactive example statements, by statement type
Interactive example statements work best by downloading the PDF to your computer. You can hover over any piece of
data outlined in green to read tips and more information (requires an up-to-date version of Adobe Acrobat
Reader).
| Tier One/Tier Two (hired before August 29, 2003) |
Tier One/Tier Two FAQ
|
Tier One Interactive Example
Statement
(hired before January 1, 1996)
Tier Two Interactive Example Statement
(hired on or after January 1, 1996, and
before August 29, 2003)
Tier
Two "Zero Dollar Balance" Interactive Example Statement
(Certain Tier Two members who
were generally hired in the six months before August 29, 2003, are Tier Two members but do not have a Tier
Two account balance. Their contributions began after January 1, 2004, when contributions only went into the
IAP.)
|
| OPSRP (hired after August 28, 2003) |
OPSRP FAQ
|
OPSRP Interactive Example Statement
|
Police Officer & Firefighter Units
(Tier One/Tier Two only)
|
P&F FAQ
| |
IAP Only
[Members who retired or withdrew their
pension but not their IAP (before 2011) or only have IAP for other reasons]
|
IAP FAQ
| |
Alternate Payee
(Divorce-related accounts) |
AP FAQ
| |
| Judge Members |
Judge FAQ
| |
Loss of Membership
|
LOM FAQ
| |
In compliance with the Americans with Disabilities Act (ADA), PERS will provide PDF documents on this page in
an alternate format upon request. To request a document in an alternate format, call 888-320-7377 (toll free) or
TTY 503-603-7766.
Page updated April 2021