Form Psrs-151 - Request For Retirement Estimate Page 2

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Understanding the Request for Retirement Estimate (PSRS-151)
Complete this form only if your retirement date is within the next 12 months or if you qualify for one of the exceptions
listed below. Otherwise, you are able to produce your own estimates.
Work only part-time
Have a frozen annuity (you previously received a monthly benefit from PSERS)
Are vested (eligible for a monthly benefit) but not presently working for a PA public school
Considering disability benefits within the next 12 months
Are a multiple service member and considering retirement within the next 24 months
(Multiple service is the credited service of a member who has elected to combine his credited service
in both the Public School Employees’ Retirement System and the State Employees’ Retirement
System (SERS).)
If none of the above situations applies to you, please use the revised and improved PSERS estimate calculators
available on our website, The PSERS retirement estimate calculators allow you to
produce an unlimited number of estimates of your potential PSERS retirement benefits.
Please read the following information to assist you with the proper completion of the Request for Retirement Estimate
(PSRS-151). This information is used to calculate your benefit estimate. If PSERS does not receive accurate
information, your benefit estimate will not reflect an amount close to the actual retirement benefit you should receive.
Please be sure to verify the information you supply on this form before sending it to PSERS. This will help avoid
any errors in your estimate request. Members are limited to two PSERS staff-produced estimates in the year in which
they intend to retire.
Survivor Birth Date
Current School Year Salary
A school year salary can be defined as the gross pay
The Survivor Birth Date is the date of birth of your
proposed survivor annuitant. The survivor's date of
earned between July 1 and June 30 of each fiscal
birth and gender are used in the estimated benefit
year. It is a key element in determining the retirement
calculation under Options 2 & 3.
benefit; therefore, it is very important that the final
information provided is as close to the true amount as
If the date provided is incorrect, it will alter the
possible.
estimated benefit amount under those options for your
projected monthly benefit as well as the survivor's
projected benefit.
If you choose a non-spouse, there may be a
percentage cap on the amount that he or she may
receive.
If An Error Occurs
After you receive the retirement estimate from PSERS, you should review the figures used for the calculation. If
you receive the retirement estimate from PSERS and you detect an error, contact the PSERS Member Service
Center toll-free at: 1-888-773-7748. You may also contact PSERS via email at ContactPSERS@pa.gov.
Request for Retirement Estimate
Page 2 of 2

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