ERS Texas Retirement System Winter Newsletter 2023-24
This file contains the Winter 2023-24 newsletter for ERS, detailing retiree benefits, annuity payment dates, and wellness programs. It provides essential tax information and updates regarding health coverage. Stay informed about changes that affect your retirement benefits and health care options.
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How do I fill this out?
To fill out this document, start by reviewing each section carefully. Ensure that you provide accurate personal information and check for any relevant updates or changes in your benefits. Once completed, save your changes and follow the submission instructions provided.
How to fill out the ERS Texas Retirement System Winter Newsletter 2023-24?
1
Review all sections of the document carefully.
2
Fill in your personal information as required.
3
Double-check all entries for accuracy.
4
Save the completed document.
5
Follow the submission instructions provided at the end.
Who needs the ERS Texas Retirement System Winter Newsletter 2023-24?
1
Retirees of the ERS who need information on benefits.
2
Dependents of ERS retirees who want to understand their coverage.
3
New retirees looking for tax information on their 1099-R forms.
4
Individuals needing updates about health insurance changes.
5
Those interested in wellness programs offered through ERS.
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What are the instructions for submitting this form?
To submit this form, please send it via email to benefits@ers.texas.gov, or fax it to (512) 867-5309. Alternatively, you can mail the form to ERS Texas, 123 Retirement Way, Austin, TX 78701. Be sure to keep a copy for your records.
What are the important dates for this form in 2024 and 2025?
Important dates to remember include the annuity payment dates: December 29, 2023, January 31, 2024, and February 29, 2024. Make sure to update your information before these dates to receive all relevant documents.
What is the purpose of this form?
The purpose of this form is to provide retirees with crucial information regarding their benefits, including annuity payments and health coverage updates. It serves as a comprehensive resource that includes tax information relevant to retirement benefits. Additionally, the form highlights available wellness programs aimed at promoting healthier lifestyles among retirees.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Fields for entering name, address, and contact details.
- 2. Annuity Payment Dates: Information regarding payment dates and amounts.
- 3. Tax Information: Details needed for filling out tax-related forms.
- 4. Health Coverage: Sections outlining different health benefit options available.
- 5. Wellness Program Information: Fields that provide information about wellness opportunities.
What happens if I fail to submit this form?
Failure to submit this form may result in delays in receiving benefits and important updates regarding health care coverage. Additionally, retirees may miss out on necessary tax information pertinent to their retirement accounts.
- Delayed Benefits: Not submitting may lead to a hold on your annuity payments.
- Lack of Health Coverage Information: Retirees may not receive notifications about essential health updates.
- Tax Filing Issues: Missing your 1099-R may affect your tax filing process.
- Ineligibility for Wellness Programs: Failure to submit may disqualify you from participating in health programs.
- Communication Gaps: You may miss important communications regarding plan changes.
How do I know when to use this form?
- 1. Updating Personal Information: Use the form to notify ERS of any changes in your address or contact details.
- 2. Annual Tax Preparation: Complete the form as part of your annual tax preparations to receive accurate tax documents.
- 3. Health Benefit Updates: Utilize the form to stay informed about updates in your health care coverage.
- 4. Enrollment in Wellness Programs: Fill out the form to access various wellness programs offered by ERS.
- 5. Retirement Planning: This form is essential for those planning their retirement benefits.
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