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.
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
(Tier One/Tier Two only, mailed mid-October 2020) |
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.