ERFC Retiree Information
All you need to know about your pension
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:
- ERFC – Domestic Relations Orders Guidelines and Model
A Domestic Relations Order (DRO) is a court-ordered equitable distribution of marital property that provides for a portion of a member’s retirement benefits to be paid to a former spouse. The ERFC’s Guidelines for the Development of Domestic Relations Order provide information on preparing a DRO and include a model DRO. View ERFC’s DRO Guidelines and model DRO here, or request a copy by contacting [email protected].
- ERFC Domestic Relations Orders (DRO) Regulations
Instructions to enroll on ERFCDirect
- CLICK ON THIS LINK TO ENROLL NOW ON ERFCDirect and follow the instructions using your EMPLOYEE ID.
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- 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
- Check on an old pay stub or the front page of your ERFC member benefit statement.
- If you do not know your EMPLOYEE ID:
- 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.
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ERFC Direct lets you view and print a copy of your Tax Statement. |
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.