Frequently Asked Questions
This page answers the most common questions we receive from retired SCERS members and beneficiaries. For questions on other topics, visit the full FAQ collection in the Member Resources section.
Can I change my address or phone number?
Yes. You can update your contact information through the MySCERS portal or by submitting a Member’s Affidavit (Form 6019). Keeping your information current ensures you receive important communications about your retirement benefits.
How do I change my name or personal status?
Use the Member’s Affidavit to notify SCERS of name changes or updates to your personal status (such as marriage, divorce, or registered domestic partnership status). You may need to provide documentation, such as a marriage certificate or court order.
How do I change my bank account for direct deposit?
To change your deposit account, submit a new Authorization for Direct Deposit (Form 6186). You can mail in a paper form or request a secure digital version through DocuSign.
How do I update my tax withholding elections?
Complete a new SCERS Tax Withholding Form (Form 6190) to change your federal and/or California state tax elections. You can submit the form by mail, in person, or request a digital version.
Where can I find my 1099-R tax form?
You can view and print your 1099-R form anytime through the MySCERS portal. SCERS makes these forms available in January each year. Downloading it online is the fastest option.
What if I lost my 1099-R?
If you’ve misplaced your form, we recommend printing a replacement from MySCERS. If you need help, you may also contact SCERS to request a mailed copy.
What if I don’t receive my benefit payment?
First, confirm with your financial institution. If the issue isn’t resolved, contact SCERS. For paper checks, allow additional mailing time.
What if my beneficiary passes away?
Notify SCERS as soon as possible. You may need to complete a new beneficiary form or provide supporting documentation. SCERS staff will help guide you through the necessary steps.
Can I return to work after retiring?
Yes, but rules apply. Returning to work for a SCERS-covered employer may impact your retirement benefit depending on the nature and length of employment. See the Returning to Work section for more information.
When are retirement payments issued?
Retirement benefit payments are issued on the last business day of each month. If the last day falls on a weekend or holiday, payment is issued the preceding business day.
How do I report the death of a retiree?
Visit the Report a Death page under Tools & Calculators in Member Resources. SCERS will follow up with the necessary steps and any required documentation.