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A Comprehensive Annual Financial Report is compiled by MOSERS for every fiscal year and is composed of five sections: Introductory, Financial, Investments, Actuarial, and Statistical.

A Comprehensive Annual Financial Report is compiled by MOSERS for every fiscal year and is composed of five sections: Introductory, Financial, Investments, Actuarial, and Statistical.

We encourage you to review your Annual Benefit Statement. It is a summary of your MOSERS benefits, which are a significant part of your total compensation.

This handbook contains a general summary of the benefit provisions administered for administrative law judges and legal advisors hired prior to April 26, 2005.

This form is used to authorize release of health information for the purposes of evaluation and processing the Workplace Possibilities service request to assist eligible employees who are having difficulty performing job duties due to a medical condition.

This brochure provides information for employees of the MSEP and the MSEP 2000 who may be eligible to receive a lump-sum payment at retirement in addition to a monthly pension benefit.

This handbook describes life insurance coverage available to eligible employees.

This flyer provides information to better understand what makes a position eligible for MOSERS benefits.

This table provides information on who administers the benefits for the different groups of state employees.

This memo shows the calculation of the retiree cost-of-living adjustment (COLA). The annual COLA increase is determined each January based on the percentage increase in the average consumer price index from the previous year.

This form is used to apply for continue dependent life insurance for a disabled child.

This is the CURP plan documentation.

This brief summary provides information on transferring service from CURP to MOSERS and plan considerations for MOSERS defined benefit plan and CURP.

This checklist details places to go and things to do during the retirement process.

The Direct Deposit Authorization form allows MOSERS to transfer your pension payment electronically into your checking or savings account on the last working day of each month. Direct deposit is the safest, fastest, and most convenient way to receive your monthly pension payment.

This form is used to request an estimate for those who are vested (eligible for a pension payment) or retired and have been married at any time while an active state employee and are considering a divorce. The estimate provides the amount of benefit accrued during the time of marriage using creditable service, salary, and the benefit calculation formula applicable to you. Survivor reductions and early retirement deductions will be included for retirees.

This brochure provides information on how a divorce may affect your pension benefit.

This brochure summarizes provisions related to employee contributions to the retirement system for employees first hired on or after January 1, 2011, including refund options after termination.

This packet is used to convert group term life insurance to individual coverage.

This application is used to apply for portable group life insurance if employment with your employer terminates.

Benefits are a significant part of your compensation package but are often overlooked. This flyer provides information on your total compensation package with the state.

This infographic shows the history of COLAs based on 80% of the percentage increase in the average CPI.

This document provides flowcharts for employers and employees illustrating how a layoff from state employment may affect MOSERS benefits based on the choices and/or characteristics of the member.

This Investment Policy Statement sets forth the investment policies by which the System’s assets will be managed.

This handbook contains a general summary of the benefit provisions administered for judges.

This flyer provides key information on the funding of MOSERS.

This handbook contains a general summary of the benefit provisions administered for legislators and statewide elected officials in MSEP, MSEP 2000, or MSEP 2011.

This card provides premium rate information for optional life insurance.

This flyer provides online tools and services to help create a will, make advance funeral plans, and put finances in order. Also provides supportive services to your beneficiary to cope after a loss.

This handbook describes long-term disability insurance coverage available to eligible employees.

This flyer provides information on the public pension exemption that may allow you to deduct a portion of your public retirement pension benefit on your Missouri tax return if you are eligible.

This flyer provides information regarding how MOSERS benefits are affected by military leave.

Pursuant to Section 104.1063, RSMo, the MOSERS Board of Trustees is authorized to promulgate rules to properly administer the System and govern its own proceedings. The MOSERS Board Rules are those rules with which our Board governs MOSERS.

This interactive tool is designed to compare how the dollar value of different pension plans or pension payment options add up over time.

MOSERS Strategic Plan's was established by the Board for the purpose of systematically planning for the immediate and long-term challenges and needs of the System.

This brochure provides information of the pension, life, and long-term disability benefits provided by MOSERS.

This form is used and attached to a copy of the Power of Attorney document when the original Power of Attorney document is not being sent to MOSERS. The Notarial Certificate form is signed and notarized by a notary stating that the notary has viewed the original power of attorney and that the copy of the power of attorney attached to the Notarial Certificate is the same document as that original.

This schedule provides the dates that your pension payment will be sent to you. If you receive payment by direct deposit, your payment will be in your account on the last working day of the month.

This form is used by a nonspouse beneficiary to request a refund of employee contributions for employees first hired on or after January 1, 2011, and die prior to retirement.

This form is used to request a refund of employee contributions for employees first hired on or after January 1, 2011, or for the employee's surviving spouse to request a refund if the employee dies prior to retirement.

This brochure provides a summary of the process to apply for defined benefit pension payments.

This checklist provides information that will be needed for Step 1 of the retirement process.

The special federal tax notice is for those receiving a lump-sum payment from MOSERS that is eligible to be rolled over to an IRA or a qualified employer plan. This notice is intended to help you decide whether to do such a rollover.

This brochure provides highlights of the pension plan provisions for all plans, including information about vesting, retirement eligibility, benefit formulas, COLAs, etc.

This form is used to specify the amount of federal and Missouri tax you wish to be withheld from your monthly pension payment.

This form is used to authorize the custodian of your account to roll the required funds directly to MOSERS to purchase or transfer prior service credit in MOSERS.

This brochure describes the eligible rollover distributions that may be used to purchase prior service credit in MOSERS.

This calculator provides you with your total compensation with the state and the state's investment in employee benefits.

This summary is for eligible participants of the CURP. It is intended to give you a general comparison of the CURP and the MSEP 2000 and MSEP 2011 benefit provisions.

Travel Assistance is available when you, your spouse, and your kids (through age 25) travel more than 100 miles from home or internationally for up to 180 days for business or pleasure.

This infographic describes the information listed on the 1099-R form.

This form is used for documenting foreign status and claiming that you are entitled to a reduced rate of withholding under an income tax treaty. Nonresident aliens that do not choose the direct rollover option to a US IRA or US employer plan is subject to a US tax withholding of 30% rate.

This form is used to obtain your Taxpayer Identification Number (TIN) to report the amount paid to you or other amount reportable for an individual or entity who is required to file an information return with the IRS.

This guide provides information on the CURP to eligible participants.