ERFC Retiree Information

All you need to know about your pension

ERFC-Direct
ERFC 2001 Tier 2 Plan
ERFC 2001 Tier 1 Plan
ERFC Legacy Plan
ERFC Financials

ERFC Retiree Forms

·         Authorization to Discuss Member Information ERFC31

·         Credit Union Deduction ERFC4

·         Direct Deposit Authorization ERFC3

·         Federal and State Income Tax Withholding Form ERFC9

·         Name / Address Change Form for Retirees & Beneficiaries ERFC29B

·         Request for Mailed Delivery of Printed Pay Statements ERFC37

·         Request for Termination of Monthly Benefit ERFC15

 

GETTING DIVORCED? Check the Domestic Relations Orders Information:

 

Instructions to enroll on ERFCDirect

  1. CLICK ON THIS LINK TO ENROLL NOW ON ERFCDirect and follow the instructions using your EMPLOYEE ID.
     
    • If you do not know your EMPLOYEE ID:
      • Check on an old pay stub or the front page of your ERFC member benefit statement.
        - or
      • Call the Call Center and A Retirement Assistant will provide you a PIN letter via Secure Email
         
  2. Your Portal will allow you to find many items you need in retirement:
    • Tax documents and important member requests such as income verifications and 1099 forms.
    • Review and update your demographic information under the PERSONAL INFORMATION tab!  
    • Find forms to update your beneficiaries, direct deposits and tax withholdings under the FORMS tab
    • Preview future monthly benefit
    • Model the effect of tax withholding and deduction changes.
    • Update your email address under USER >> Profile

Tax Statements

Tax Statements (ERFC 1099‐R) for benefit payments are mailed to retired members by the January 31 deadline.

ERFCDirect Logo

ERFC Direct lets you view and print a copy of your Tax Statement.
Under “Benefit Information” on the left side of the home page, click 1099-R.

If you do not receive your printed tax statement by February 14, please call 703-426-3900.

ERFC Direct Deposit Schedule for Retiree Benefit Payments

ERFC Direct Deposit Benefit Disbursement Schedule - 2022

January 31, 2022 February 28, 2022 March 31, 2022
April 29, 2022 May 31, 2022 June 30, 2022
July 29, 2022 August 31, 2022 September 30, 2022
October 31, 2022 November 30, 2022 December 30, 2022

ERFC mails printed benefit pay statements only upon written request or to provide notification to retirees and benefit recipients whenever changes occur in their net benefit payments – such as the implementation of a COLA increase, or a benefit offset at full Social Security age, or when tax withholdings are adjusted.

Complete and return the ERFC37 form - Request for Mailed Delivery of Printed Pay Statements only if you have a special need or interest that requires you to receive a printed ERFC benefit statement by mail every month.

Cost of Living Adjustments (COLA)

ERFC

A cost-of-living adjustment (COLA) will be applied to your ERFC benefit annually on March 31, beginning with the March 31 that is more than three full months after the Member's Effective Retirement Date. For example, if you retired in February 2020, your first COLA from ERFC would be applied to your benefit on March 31, 2021. If, instead, you retired in October 2019, your first COLA from ERFC also would be applied to your benefit on March 31, 2020.

Under current provisions COLA adjustments apply as follows:

  Legacy and 2001 Tier-1 2001 Tier-2
1st year COLA 1.49% 50% of *CPI-U (Up to 2%)
2nd year and beyond COLA 3% 100% of *CPI-U (Up to 4%)

 

* Consumer Price Index for all Urban Consumers (CPI-U) for the Washington, D.C., metropolitan area for the period ending in November of each year.

VRS

For information about VRS cost-of-living adjustments visit the VRS COLA website.

Retirees Additional Resources

FCPS offers comprehensive benefits to eligible retirees. Learn more about how your FCPS benefits may be affected by retirement.