My Profile Information

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Update Name
• Update Address 
• Update Phone Number
• Update Email
• Update Delivery Preferences for:
  • Correspondence
  • Member Annual Statement (members only)
  • Retiree Annual Statement (retirees and beneficiaries only)
  • 1099-R Tax Form  

Security Settings

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Change Your Password
• Update Security Settings

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Members

Beneficiaries for Your Death Benefit

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Add a Beneficiary
• Update Existing Beneficiary Information
• Remove a Beneficiary
   

Loans

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Apply for a Loan
• Use the Loan Payment Calculator
• Change Your Loan Payment Terms
• Make a One-Time Loan Payment
• View Payment History

 

Membership & Service Credit

Employment History and Service Credit Purchase

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Employment History
• Request Additional Service Credit
• Make a One-Time Service Credit Payment
• Payroll Deductions
• View Online Payment History

Tier, Transfers and Withdrawals

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Transfer Your Membership
• Reinstate a Previous Membership
• Withdraw Your Membership

Retirement

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Estimate Your Pension
• Apply for Retirement
• Change Retirement Application
• Upload Documents for Retirement Application

 

Statements and Documents

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Member Annual Statement
• Generate Mortgage Verification Letter
• Generate Income Verification Letter
• View and Print 1099-R Tax Form
• Find Documents and Correspondence

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Retirees

Beneficiaries for Your Post-Retirement Death Benefit

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• Add a Beneficiary
• Update Existing Beneficiary Information
• Remove a Beneficiary

Pension Details for Retirees

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Pension Payments
• Update Direct Deposit
• View Final Average Earnings Summary

 

Report Earnings

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• How to Report Post-Retirement Earnings

Statements and Documents for Retirees

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Retiree Annual Statement
• Generate Income Verification Letter
• Find Documents and Correspondence

Tax-Related Information for Retirees

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View 1099-R Tax Form
• Update Federal Tax Withholding

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Beneficiaries

Pension Details for Beneficiaries

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Pension Payments
• Update Direct Deposit

Note: The Final Average Earnings Summary does not apply to beneficiaries. This feature is only available to retirees.

 

Statements and Documents for Beneficiaries

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View Retiree Annual Statement
• Generate Income Verification Letter
• Find Documents and Correspondence

Tax-Related Information for Beneficiaries

This User Guide and Self-Paced Training outline how to complete the following transactions in Retirement Online:

• View 1099-R Tax Form
• Update Federal Tax Withholding

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