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Illinois SERS webinar outlines retirement application packet, timelines and required documents
Summary
A State Employees' Retirement System webinar reviewed required forms, document copies and timing for submitting a retirement application, stressing that retirements are effective only on the first of a month and that key forms require original signatures.
SERS presenter (Staff member, State Employees' Retirement System) walked attendees through the retirement benefit application packet and the documents required to begin retirement processing, saying the system recommends submitting the packet 30 to 90 days before a planned retirement date.
The webinar summarized required forms and timing. The packet must include a completed, signed Form 3004 (retirement application); a photocopy of the retiree's birth certificate; Form 3991 (retiree insurance); Form 3967 (direct deposit agreement) with the financial institution section completed if applicable; and a W-4P federal withholding certificate for pension or annuity payments. The presenter said retirement documents received more than 90 days before the planned retirement date will be returned…
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