PERSONAL BENEFITS STATEMENT
INFORMATION PAGE

Every year the Division of Pensions and Benefits provides a Personal Benefits Statement to active pension plan members.

Your Personal Benefits Statement will prove to be a useful tool in planning for your retirement. It is helpful, however, to think of the statement as a "snapshot" of your estimated benefits and not as a final calculation. This is because the statement's estimate program differs from the program used to calculate your actual retirement and uses the salary reported by your employer for the quarter preceding the statement date to project your annual salary, rather than the one year or three year average salary used when you retire.

If you are within two years of retirement, you can:

• use MBOS to get a retirement estimate online
• call our Automated Information System at (609) 777-1777 to hear a retirement estimate over the phone
• complete and mail a Request for Retirement Estimate to receive a written retirement estimate in the mail

For the the effective date, print date, or mail date of Personal Benefits Statements, see the PBS Status Chart.

For more information about Personal Benefits Statements, see commonly asked questions.

Employers: Duplicate request forms* may be mailed or faxed to the Division of Pensions and Benefits.
The fax number is (609) 777-1779.
*PDF form — requires Acrobat Reader which is available free from Adobe.

If you did not submit your Report of Contributions (ROC) by the cut off date for the quarter, your location will not receive Personal Benefits Statements for that quarter.