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NEW: View digital example statements that contain helpful tips and details. Hover over any piece of data outlined in blue to read tips and more information (requires updated Adobe Acrobat Reader).
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Tier One (hired before January 1, 1996) - Digital example
Tier Two (hired on or after January 1, 1996, and before August 29, 2003) - Digital example
Tier Two “Zero Dollar Balance” 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 Individual Account Program (IAP).] - Digital example
OPSRP (hired after August 28, 2003 - Digital example
In this example of the Individual Account Program (IAP) section of a digital example statement, hovering over the "Employee contributions in 2017" blue box reminds members that 6 percent of their salary goes into the IAP.
Annual Statement Information for All Members
All PERS members who have worked in a qualifying position since January 1, 2004, have two components to their PERS retirement:
a pension benefit [Tier One, Tier Two, or Oregon Public Service Retirement Plan (OPSRP)] and
an account-based benefit [your Individual Account Program (IAP)].
The pension benefit can be paid for your lifetime (and for a beneficiary’s life, if you choose to add one) and the account-based benefit (IAP) is paid either all at once or in installments.
Curious what your Tier One, Tier Two, or OPSRP pension benefit could be at retirement?
Use the Online Member Services (OMS) benefit estimator or request a written estimate (Tier One/Tier Two, OPSRP) to see if you are on track to meet your retirement goals. The OMS benefit estimator uses data supplied by your employer(s) in a secure environment. The estimator does not account for any divorce award that may impact your account and also does not include your IAP balance, but you can use the IAP Disbursement Forecaster to estimate your IAP retirement distribution. Your 2017 Member Annual Statement lists your IAP account balance (if applicable) as of December 31, 2017.
IMPORTANT IAP INFORMATION. Please note that in 2018, the investment strategy of the IAP changed from a one-size-fits-all approach to target-date funds that reduce investment risk and volatility as you age. Investment returns under the target-date fund model will be reflected on next year’s statement. Because 2018 investment returns (shown on your spring 2019 statement) will be based on your age, please make sure your date of birth is correct on your 2017 statement. An insert included with this year's annual statements includes further information.
Want to know the details about your retirement program? PERS offers:
Full FAQs by Statement Type
Tier One/Tier Two (hired before August 29, 2003)
OPSRP (hired after August 28, 2003)
Police Officer & Firefighter Units (Tier One/Tier Two only)
IAP Only [members who retired or withdrew their pension but not their IAP (before 2011) or only have IAP for other reasons]
Alternate Payee (divorce-related accounts)
Loss of Membership (Tier One/Tier Two only, mailed late September 2018)