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Most Frequent Telephone Questions

2. How do I retire from the IAP?

As of January 1, 2011, when you retire from the IAP, you must also retire from Tier One, Tier Two, or the OPSRP Pension Program at the same time.
  • You must be separated from qualified service and be age 55.
  • You must complete either the combined Tier One/Tier Two and IAP retirement application or the combined OPSRP Pension Program and IAP retirement application and mail to PERS.
  • No changes can be made to your payout choices once this application has been submitted for processing to our third-party administrator.
 
Click here for more IAP information.

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3. How do I get a retirement benefit estimate?

Tier One/Tier Two members can complete a Tier One/Tier Two Benefit Estimate Request and submit it to PERS. 
 
A benefit estimate provides an estimated account balance at retirement and an estimated monthly benefit amount for each of the 13 retirement options under the PERS plan. PERS uses the most recent actuarial tables, effective January 1, 2010, for all estimates.

These are estimates only, and PERS is not bound by the figures. 
 
OPSRP Pension Program members can complete an OPSRP Pension Program Benefit Estimate Request and submit it to PERS.
 
These are estimates only, and PERS is not bound by the figures.
 

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4. What are my options if I leave my PERS-covered position?

If you leave PERS-covered employment without being vested and do not return to covered employment within five years, you lose your membership. At that point, you should contact PERS to apply for a refund. If you have a Tier One or Tier Two account, it will stop accruing earnings. If you subsequently return to a qualifying position, you will re-establish membership in the OPSRP Pension Program after serving another six-month waiting period. Any retirement credit you had before the forfeiture is lost and is not recoverable.

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5. Am I vested?

Tier One  (PERS membership on or before December 31, 1995)

 
Tier Two (PERS membership on or after January 1, 1996, and before August 29, 2003)

You are vested in your Tier One or Tier Two member account if you meet either of the following conditions and do not withdraw your member account: (1) you have been an active member in each of five calendar years or (2) you are or were at least 50 years old while working in a qualifying position (45 years old in the case of police and firefighters).
 
OPSRP Pension Program
You are vested in the OPSRP Pension Program on the earliest date in which you (1) complete at least 600 hours of service in each of five calendar years (the years do not have to be consecutive) or (2) reach normal retirement age provided you are an active member on that date. Once you are vested in the OPSRP Pension Program, you cannot lose your benefit rights unless you withdraw from the program.

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6. Can I borrow from my PERS account?

You cannot take a loan out against your retirement benefits.

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7. What is loss of membership?

Tier One/Tier Two
If you leave PERS-covered employment without being vested and do not return to covered employment within five years, you lose your membership. At that point, you should contact PERS to apply for a refund as your account will stop accruing earnings. If you subsequently return to a qualifying position, you will re-establish membership in the OPSRP Pension Program after serving another six-month waiting period. Any retirement credit you had before the forfeiture is lost and is not recoverable.
 
OPSRP
You will be in a loss of membership if one of the following occur:

1.
your death,
2.
you withdraw your account, or
3.
you are not vested and do not perform 600 hours of service in each of five consecutive calendar years. This is called forfeiting your account.

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8. Death of a member...what do I do?

In the event of your death before retirement, a member or representative of your family must call PERS Customer Service at 503-598-7377 or toll free at 888-320-7377 and report it as soon as possible. PERS will request a photocopy of the death certificate.  
 
more info...

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9. How do I change my address?

If you are an active member, contact your employer with address, name, or Social Security number changes to correct information in the PERS reporting system. 
 
If you are a retiree or inactive member, use the Information Change Request form to change your address, name, or Social Security number. 

 

If you would like to add or update your email address, you can do so via Online Member Services.

 

 

 

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10. How do I start or change my direct deposit?

Fill out a direct deposit form, and mail it to:
 
PERS
P.O. Box 23700
Tigard, OR 97281-3700 
  
Direct Deposit form
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11. How do I change my tax witholdings?

Fill out a tax witholding form, and mail it to:
 
PERS
P.O. Box 23700
Tigard, OR 97281-3700

W-4P
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12. How can I get account or benefit payment verification?

Account verifications are for active/inactive members; benefit payment verifications are account balance statements for retired members.
 
To maintain security on your account, PERS cannot release account or benefit payment information via e-mail. You may either contact PERS Customer Service directly at 503-598-7377 or toll free at 888-320-7377, Monday through Friday, 8:30 a.m. - 5 p.m., or you can send a written request to PERS for an account or benefit payment verification (P.O. Box 23700, Tigard, OR 97281-3700).
 
You can also fax the written request to 503-598-0561. Please include your full name, the last four digits of your Social Security number, your signature, and date. You will need to mention that you require an account verification or benefit verification. Be sure to include your address or fax number for us to send a response. You will receive a response within 7-10 business days.

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13. How can I get or reset an IAP password?

If you are a new member who has qualified for the Individual Account Program (IAP) but have not received a password, or if you have forgotten your password, use the Forgot your password? option on the IAP website at: https://iap.csplans.com/portal/PortalLogin.jsp
 
Please click on the Forgot your password? link, then select SSN from the pulldown menu, and type in your Social Security number. Click the Submit button. You will receive a confirmation that your password will be mailed to your address on file with PERS within a few days.
 
If you are locked out or are not recognized, please call PERS at 503-598-7377 or toll free at 888-320-7377, Monday through Friday, 8:30 a.m. - 5 p.m., and a Customer Service representative will assist you.

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14. How can I get a duplicate 1099R?

If you are a retiree and need to request a duplicate 1099R, you may complete the Information Change Request form and submit it to PERS via fax (503-598-0561) or mail it to the address below.
 
PERS Headquarters
P.O. Box 23700
Tigard, OR 97281-3700
 
If you have taken a distribution (withdrawal) or are an inactive member, please call Customer Service at 503-598-7377 or toll free at 888-320-7377, Monday through Friday, 8:30 a.m. - 5 p.m., to request your duplicate 1099R.

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15. How can I get a duplicate annual statement?

E-mail, mail, or fax your request to PERS. Please include your full name, the last four digits of your Social Security Number, and verify your address. Your duplicate statement will only be mailed to the address on file with PERS. 
 
(If your address has changed, you will need to submit a change of address with your employer. If you are retired, you will need to complete an Information Change Request form.)
 
If you would like to continue with a duplicate annual statement request via e-mail, please click here.
 
You may fax your written request for a duplicate annual statement to 503-598-0561, or mail it to:
 
PERS Headquarters
P.O. Box 23700
Tigard, OR 97281-3700

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