How Do I…

…Apply for service retirement?

When you are ready and eligible to retire for service with the City and County of San Francisco, a counseling session is required to complete the retirement application process. Log in to mySFERS secure member portal to schedule an appointment with a Retirement Counselor using our online Retirement Appointment Scheduler. Schedule your counseling session to take place within six months of your desired retirement date. Counseling appointments last approximately two hours, so please plan accordingly.

Bring the following materials to the counseling appointment:

  • Picture ID
  • Original Certified Marriage/Domestic Partnership Certificate
  • Spouse’s/Eligible Domestic Partner’s Date of Birth and SSN
  • Unmarried child or children (under 18) Date of Birth and SSN

Your effective retirement date cannot be earlier than the first day of the month in which you file your retirement application with SFERS. 

…File for disability retirement?

  • If you are considering a disability retirement with the City and County of San Francisco, a counseling session is required to complete the application process. Log in to mySFERS secure member portal to schedule an appointment with a Retirement Counselor using our online Retirement Appointment Scheduler. Counseling appointments last approximately two hours, so please plan accordingly.

Bring the following materials to the counseling session:

  • Picture ID
  • Original Certified Marriage/Domestic Partnership Certificate
  • Spouse’s/Domestic Partner’s Date of Birth and Social Security Number
  • Unmarried child or children (under 18) Date of Birth and Social Security Number
  • Completed Physicians Information Form

Your effective retirement date cannot be earlier than the first day of the month in which you file your retirement application with SFERS.

…Elect a vesting allowance?

If you terminate employment with CCSF with five years or more of credited service, and you are not eligible for service retirement as of your termination date, you may be eligible to elect Vesting. You may elect to “Vest” and leave your contributions with SFERS until you reach an age at which you become eligible to claim a vesting allowance.

Log in to mySFERS secure member portal and select “Termination Option Request” under the “Profile” tab to access the SFERS Termination Options Form.

You have 90 days from your separation date (your last day of employment) to visit the SFERS office to make a vesting election.

We require proof of separation by Emerge employment status or department issued Separation Report. An appointment is not required to make a vesting election

…Elect reciprocity?

If you terminated employment from CalPERS or a reciprocal retirement system within six (6) months of being hired with the City and County of San Francisco, you can make an election for reciprocity during the SFERS new member enrollment process.

If you are leaving City employment and considering employment with another public agency, log in to mySFERS secure member portal and select “Termination Option Request” under the “Profile” tab to access the SFERS Termination Options Form. You have 90 days from your separation date (your last day of employment) to make an election for reciprocity.

To discuss your options and potential impacts to your retirement benefits should you join a reciprocal agency, visit the SFERS office. An appointment is not required to make an election for reciprocity. 

…Request an estimate of my retirement benefit?

You have two ways to get an estimate of your benefit:

Online Benefits Modeler – 24/7 access to the online benefit modeler via mySFERS, secure member portal.

Prepared Benefits Estimate – If you are currently qualified to retire for service or will qualify within 12 months, you can request a prepared estimate of your benefits. Download, complete and submit a Request for Estimate Form. Please allow six (6) to eight (8) weeks to receive your estimate. 

… Purchase service?

SFERS will allow you to voluntarily purchase service for time previously worked or lost under certain conditions (see the “SFERS Service Purchase” brochure).  If you believe you have an opportunity to purchase service, log in to mySFERS secure member portal and select the “Service Purchase” tab. 

…Obtain my account balance?

You can access individual account information including the balance of contributions in your SFERS account, via mySFERS secure member portal. To view and print a verification of your account balance, log in to mySFERS and select “Account Balance Verification” under the “Profile” tab.

… Update my beneficiary?

To designate or update a beneficiary, download and submit a Designation of Beneficiary Form.  The completed form must be notarized if submitted to our office by mail.  If you submit the form to our office in person, we require a picture ID (e.g. Driver’s License) and the complete names and addresses of the person(s) you wish to designate as your beneficiary.  An appointment is not required to update your beneficiary.

… Notify SFERS of a member’s death?

To notify SFERS of a member’s death, please contact SFERS’ Member Services at (415) 487-7041. 

… Change my address?

If you are an active member, contact the Payroll Officer in your department or the City’s Human Resources Department to update your address. Retired members can log in to mySFERS secure member portal and edit your address from the Dashboard.  If you are an Attorney in Fact or a Conservator, request to change the member’s address by completing and submitting a Change of Address Form.

… Start automatic deposit?

SFERS strongly encourages all retired members and beneficiaries to have their monthly retirement allowance directly deposited into their bank account. To sign up for direct deposit, download, complete and submit an Electronic Funds Transfer (EFT) Form.

… Verify my pension benefit?

To view and print a verification of your pension, log in to mySFERS secure member portal and select “Monthly Pension” under the “Profile” tab.

… Change tax withholding for my pension?

You can change tax withholding from your monthly pension benefit by completing and submitting a Tax Withholding Form.

…Report a missing check/deposit?

If you do not receive your monthly benefit check by the tenth day of the month following the issue date (e.g. August 10th if it is your July 31st check), contact the Retirement System by phone at 415-487-7000, or by email at sfersconnect@sfgov.org to report the check lost or stolen. 

… Request a duplicate 1099-R?

Log in to mySFERS secure member portal to access a duplicate copy of your 1099-R Tax Form. You can also contact the Retirement System by phone at 415-487-7000 or by email at sfersconnect@sfgov.org to request a duplicate form.

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