This Month's News
Please be aware of scam artists attempting to get information and money from you. Using various tidbits of information, these people may attempt to impersonate the ERS, or other organizations you do business with, with the goal of eventually getting more information or even money from you. If you don’t know the caller, or understand the reasons for the call, please don’t provide any information. The ERS will not call you and ask you for information without first clarifying why the information is needed. If you are uncomfortable sharing information immediately, get the staff member’s name, and call the ERS back at 414-286-3557 or 800-815-8418 (ERS’s main number) and ask to speak with that staff member – that way you will know that the person is reachable at the ERS office. Please note that under no circumstances will the ERS ever ask you to pay money in the form of gift cards, pre-paid credit cards, etc.
If you have completed your tax filing for 2016 and discovered that you owe too much or are getting a refund that is bigger than it needs to be, you may want to adjust the amount being withheld from your pension payment. Withholding forms may be obtained here. Print the withholding form, complete the second page, and send to the address listed on the top of the first page. If you are unsure how much you should have withheld, please consult a tax professional. The ERS staff is not allowed to give tax advice.
2016 Tax Filing
If you need a replacement 1099-R tax statement for 2016 (or any earlier year), please contact the ERS office. Since it is after April 15, 2017, there is a $15.00 processing fee for each reissued 1099-R tax statement. You will need to submit a check payable to the Employes’ Retirement System and a note with your name, mailing address, social security number or payee ID number, and the year(s) for which you will need a replacement.
Check out the Rest of our Website
You are a member of the ERS, and membership has its privileges. One of those privileges is access to the portion of our website that is all about you. We call it ERS Member Self Service. Click here for more details.
Other recent news can be found on the most recent newsletter.
Other important information can be found on our Frequently Asked Questions page.