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SERS Disability Retirement Guide

(for members hired before 1/1/19)TABLE OF CONTENTS Disability Retirement Basics Introduction 01 Overview of the Disability Retirement Process 02 Disability Retirement 04 General Steps to Prepare for Disability Retirement 07 Disability Retirement Preparation Checklist 08 SERS Regional Counseling Centers 10 Disability Retirement Benefit Calculation 12 Your Important Retirement Decisions Can I Purchase Previous Service? 17 Disability Plan Options 18 Special Circumstances 20 Who Will I Name as My Beneficiary?

This guide is intended to provide you resources and information to help you through qualifying, applying, and receiving a disability retirement. To be eligible to receive SERS disability retirement benefits you must: • Be an active employee, on paid leave, or …

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