CMS, the authority that manages Medicare, recently completed the issuing of new Medicare cards. The new card replaces previous Medicare cards and includes a new identity number called the Medicare Beneficiary Identifier (MBI), instead of Social Security numbers. Anyone with Medicare who has not received a new card should call 1-800-MEDICARE for assistance, or you can log into your MyMedicare.gov account to get your new Medicare number and/or print an official card.
Retiree Tax Information
1099-Rs for 2018:
If you need a replacement 1099-R tax statement for 2018 (or any earlier year), please contact the ERS office. Since it is after April 16, 2019, 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.
If you have completed your tax filing for 2018 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 withheld from your pension payment. Withholding forms can be obtained by calling our office or by visiting the ERS website. If you are unsure how much you should have withheld, please consult a tax professional. The ERS staff are not allowed to give tax advice.
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.