| 2008 RAAS (Retirement Application Assistance Sessions) Schedule |
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Note: Effective January 1, 2008, an additional distribution option is available when you retire from the Individual Account Program (IAP). The IAP Retirement Application includes this new option.
The Retirement Application Assistance Session is a one-hour appointment for members who:
1. Have already attended a One-Year Group Counseling presentation
2. Are within three months of retirement
3. Are prepared to submit their retirement application(s)*
A Retirement Counselor will:
- Provide a brief overview of the retirement benefit estimate (optional)
- Provide comprehensive review of application(s), forms, and supporting documents for accuracy and completeness
- Notarize forms (optional).
- Explain the retirement application process.
This appointment is not a counseling session regarding your personal or financial retirement decisions.
To ensure a productive session, please:
- Request a retirement benefit estimate and bring it with you to the session. If you have not yet requested an estimate click here.
- Download the necessary applications and forms by clicking here.
- Complete as much of the application(s) and forms as possible prior to the session.
- Bring legible copies of proof of birth for you and your beneficiary (copy services will not be available). If you are unsure of what constitutes acceptable proof of birth click here.
* If you are applying for a disability retirement please contact PERS Customer Service 503-598-7377 or toll free 888-320-PERS. If your account is divorce related please contact the Divorce section directly at 503-431-8295.
Click on a City on the right side of the page to schedule your one-on-one session with a PERS counselor.
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Sessions for the cities listed below are hour long, individual, one-on-one meetings with a PERS counselor.
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Albany
Ashland
Astoria
Baker City
Bend
Burns
Coos Bay
Corvallis
Eugene
Gold Beach
Grants Pass
Hood River
John Day
Klamath Falls
Lakeview
Medford
Ontario
Pendleton
Portland/Tigard
Redmond
Roseburg
Salem
Springfield
The Dalles
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CANCELLATIONS: If you need to cancel an appointment you may call customer service at 503-598-7377 or email us. Please be sure to include your name, city of appointment, day and time of appointment. Thank you.
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