Counseling Appointments

When you are eligible and ready to retire, log in to mySFERS to schedule an appointment with a Retirement Counselor and complete the retirement application process. Schedule your counseling session to take place within six (6) months of your desired retirement date and plan for up to two (2) hours to complete your session.

Counseling appointments are available to discuss the following types of benefits:

  • Service Retirement
    (for members who according to credited service and age, are qualified for service retirement)
  • Industrial Disability (non-miscellaneous members)
    (for members incapacitated due to work-related illness or injury)
  • Ordinary Disability
    (for members incapacitated due to illness or injury)
  • Vesting Allowance
    (for members separated from City employment with contributions on account and age eligible)

Gather the following materials for the counseling appointment:

• Valid Picture ID or Passport
• Original Certified Marriage Certificate/Domestic Partnership
• Original Certified Birth Certificate of Spouse/Domestic Partner or Designated Beneficiary
• Social Security Number and Date of Birth of Spouse/Domestic Partner
• Social Security Number and Date of Birth of Unmarried Child(ren) under 18

Counseling appointments to discuss service retirement are reserved for members who are qualified for service retirement. To find out if you qualify for service retirement, please refer to your Summary of Key Plan Provisions.

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

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