For Members Nearing Retirement—
Sheriffs and Deputy Sheriffs
Important Information About Your IPERS Retirement Benefits |
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Retirement Checklist
As you plan for retirement, keep these things in mind.
- Keep your address updated with IPERS. This ensures you receive important information from IPERS. Your employer does not notify IPERS when you change your address.
- Review and update the beneficiary information you have on file with IPERS. To change your beneficiary, call IPERS or complete an IPERS Enrollment/Beneficiary Designation form.
- Request a benefit estimate.The estimate will show all the forms of payment available to you, the estimated benefit you will receive under each payment option, and the benefit payable to your beneficiary in the event of your death. Request this statement before deciding on a retirement date; it may help you decide on the date that is right for you.
- Attend an educational session to learn about what you can do to prepare for retirement. For information, call IPERS or see this Web site. Schedules are also included in IPERS newsletters.
- Meet with an IPERS representative to discuss your personal situation. Retirement planning sessions are held periodically across Iowa and in our Des Moines office. You can schedule an appointment by calling IPERS.
- Consider a service purchase. If you are considering purchasing service, you should call IPERS for a quote of the cost as soon as possible. We can also help you evaluate the impact that purchasing service will have on your benefit. Service purchases can take several months to complete.
- Tell your beneficiary to contact IPERS as soon as possible after your death. We will determine if your beneficiary is eligible for a death benefit and discuss the application process. It’s best for your beneficiary to contact IPERS as soon as possible after your death to ensure timely processing of any benefits.
- Get connected—visit this Web site. The site provides benefits summaries, retirement planning tools, downloadable forms, and various retirement benefit calculators. You can also set up a personal account to access account information and update your address at any time.
- Call us with any questions at 515-281-0020 or toll-free at
1-800-622-3849. We’ll connect you with a representative knowledgeable about IPERS.
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