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How to use or fill out Just the Facts - Public School Employees' Retirement System
- Click ‘Get Form’ to open it in the editor.
- Begin by entering your personal information in Section 1. Fill in your name, address, PSERS ID or SSN, date of birth, and contact details. If you have a new address, check the appropriate box.
- Indicate which monthly pension account(s) this form affects by checking the relevant box(es) for Annuity Paid to Member, Survivor Annuitant, or Alternate Payee.
- In Section 2, review the certification statement. By signing the attached IRS Form W-4P, you confirm that all information is accurate and authorize PSERS to adjust your monthly benefit accordingly.
- Complete Steps 1 through 5 of Form W-4P as applicable. Ensure you provide accurate income details and any deductions or credits you wish to claim.
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