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Pensions and Benefits

STATE OF NEW JERSEY — DEPARTMENT OF THE TREASURY
DIVISION OF PENSIONS AND BENEFITS

RETIREMENT MADE EASY

FORMS, PUBLICATIONS, AND USEFUL LINKS


This page contains links to the forms, publications, and Web sites for use when planning your retirement and which are referenced in the presentation "Retirement Made Easy"

RETIREMENT PLANNING
bullet Can I afford to Retire Worksheet Adobe PDF (73K)
bullet PERS and TPAF Retirement Planning Booklet Adobe PDF (205K)
bullet PERS and TPAF Retirement Fact Sheet Packet Adobe PDF (325K)
bullet PFRS Retirement Fact Sheet Packet Adobe PDF (440K)
MEMBER BENEFITS ONLINE SYSTEM (MBOS)
bullet Registered MBOS Users Log On Here!
bullet New to MBOS? Register Here!
  — How to use MBOS to get an Estimate of Retirement Benefits Find out How!
  MBOS provides the most accurate estimates and the fastest processing of your retirement application.
bullet Retirement Application — Apply for retirement online using MBOS (MBOS registration required)
  — How to use MBOS to Apply for Retirement Find out How!
RETIREMENT FACT SHEETS
bullet Fact Sheet #4, Applying for Retirement (PERS & TPAF) Adobe PDF (49K)
bullet Fact Sheet #5, Pension Options (PERS & TPAF) Adobe PDF (58K)
bullet Fact Sheet #6, Your Retirement Checklist Adobe PDF (45K)
bullet Fact Sheet #13, Conversion of Group Life Insurance Adobe PDF (41K)
   — and Conversion Cost Estimate Calculator
bullet Fact Sheet #14, Deferred Retirement (PERS, TPAF & PFRS) Adobe PDF (43K)
bullet Fact Sheet #15, Disability Retirement Benefits (PERS & TPAF) Adobe PDF (45K)
bullet Fact Sheet #16, Disability Retirement Benefits (PFRS) Adobe PDF (47K)
bullet Fact Sheet #17, Veteran Status (PERS, TPAF & PFRS) Adobe PDF (19K)
bullet Fact Sheet #18, Cost-of-Living Adjustments Adobe PDF (24K)
bullet Fact Sheet #19, Applying for Retirement (PFRS) Adobe PDF (53K)
bullet Fact Sheet #39, Disability Retirement Benefits (SPRS) Adobe PDF (38K)
bullet Fact Sheet #41, Applying for Retirement (SPRS) Adobe PDF (40K)
bullet Fact Sheet #54, Calculating Your Own Retirement Adobe PDF (47K)
bullet Fact Sheet #64, About Your Retirement Check Adobe PDF (52K)
bullet Fact Sheet #68, Designating a Beneficiary Adobe PDF (32K)
bullet See All Fact Sheets from the Division of Pensions and Benefits

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MORE RETIREMENT RESOURCES
bullet Division of Pensions and Benefits Internet Home Page
  — Pensions and Benefits Retiree Home Page
bullet Retirement Estimate Calculator alternatives
RETIREMENT BENEFITS AND TAXES
bullet Fact Sheet #12, Taxation of Retirement Benefits Adobe PDF (45K)
bullet Pensions and Benefits Retiree Tax Information Page
bullet Internal Revenue Service (U.S. Government)
bullet New Jersey Division of Taxation
bullet Tax Information for Other States (retirementliving.com)
OTHER RETIREMENT SAVINGS PLANS
Social Security Administration
bullet Social Security Home Page (U.S. Government)
New Jersey State Enployees Deferred Compensation Plan (NJSEDCP)
bullet Fact Sheet #32, The New Jersey State Employees Deferred Compensation Plan Adobe PDF (29K)
bullet Deferred Compensation Plan Home Page
bullet Prudential's NJSEDCP Web Site
Supplemental Annuity Collective Trust Fund of New Jersey (SACT)
bullet Fact Sheet #35, The Supplemental Annuity Collective Trust Fund of New Jersey (SACT) Adobe PDF (29K)
bullet SACT Home Page
Defined Contribution Retirement Program (DCRP)
bullet Fact Sheet #79, DCRP for PERS, TPAF, PFRS, and SPRS Members Adobe PDF (35K)
bullet Fact Sheet #80, DCRP for Elected and Appointed Officials Adobe PDF (34K)
bullet Fact Sheet #82, DCRP if Ineligible for PERS or TPAF Adobe PDF (38K)
bullet DCRP Home Page

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STATE HEALTH BENEFITS PROGRAM AND SCHOOL EMPLOYEES' HEALTH BENEFITS PROGRAM
RETIRED COVERAGE INFORMATION
bullet Fact Sheet #11, Enrolling in Health Benefits Coverage When You Retire Adobe PDF (46K)
bullet Fact Sheet #73, Retiree Dental Expense Plan Adobe PDF (38K)
bullet Fact Sheet #47, Health Benefits Retired Coverage under Chapter 330 (PFRS and PERS-LEO) Adobe PDF (29K)
bullet Plan Comparison Summary for Retirees Adobe PDF (57K)
bullet SHBP/SEHBP Home Page
bullet Medicare Enrollment is Required if Eligible Adobe PDF (17K)
bullet Fact Sheet #23, Health Benefit Programs and Medicare Parts A & B for Retirees Adobe PDF (41K)
bullet Medicare Home Page (U.S. Government)

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