An annuitant may start, cancel or change the amount of federal withholding on the monthly benefit at any time by writing or telephoning SERS or the IRS for a W-4P, Annuitant's Withholding Form. Annuitants should notify SERS immediately of a change of address, if the annuitant's financial institution address changes, or if there is a change in the account number. The home address is the only means SERS has to correspond with the annuitant directly, and it is used to mail newsletters, tax statements and other important notices. All correspondence sent to SERS must include the annuitant's name and Social Security number. Distribution to annuitants is made, respectively, at the time of the April, August and December annuity distribution.
Active members receive the newsletter through their payroll offices on subsequent pay dates.