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Personal online account provides 24 hour access, convenience

Posted on April 1, 2022April 23, 2022 Author Richard K. Hunt Comments Off on Personal online account provides 24 hour access, convenience

During your career

As an active member of STRS Ohio, you can access the following features using your personal online account:

  • View account information — Review details such as your pension plan selection, credited years of service and designated primary beneficiary.
  • Edit contact information – Notify STRS Ohio of changes to your home address, phone, and email address to ensure you continue to receive important news and information from STRS Ohio.
  • Update beneficiary information — Review and update your beneficiary information, used by STRS Ohio in the event of death to determine payment of benefits to your survivors.
  • Make your plan selection or re-selection – Make your new member the STRS Ohio Retirement Plan selection. Members of defined contribution plans and combination plans can also make their choice of plan again during their fifth year of membership.
  • Schedule a Benefits Consulting Appointment — To make your appointment, select “Schedule an upcoming meeting”. You can also cancel or reschedule a previous appointment.
  • View your documents — View important documents such as current and past annual statements, service retirement estimates, and confirmations of changes to your account.
  • Download important documents — Securely provide personal documents to STRS Ohio. Upload documents such as powers of attorney and guardianship papers, as well as birth, death or marriage certificates, and many more.
  • Calculate retirement benefits – Get estimates of your retirement benefits using current STRS Ohio account information. Calculators are also available for estimating disability benefits, survivor benefits, W-4 tax withholding, and retiree health care premiums.
  • Apply for a Service Retirement* — Complete, submit and print your retirement application. You can also change your selections before submitting and check the status of your application.
  • Estimating health care costs** — Review retirement health plan options and estimate costs based on your retirement date, credited years of service, and coverage for your eligible dependents.
  • Show Purchasable Service* — After you have certified your purchasable credit, view the total amount of service you can purchase.
  • Update match choices – Update your preference to receive print or electronic versions of specific STRS Ohio publications – such as your annual statement and STRS Ohio newsletters.

*Defined benefit plan participants only.

**Members of the defined benefit plan and the combined plan.

Retired

As a recipient of STRS Ohio benefits, you can access the following features using your personal online account:

  • Edit contact information – Notify STRS Ohio of changes to your home address, phone, and email address to ensure you continue to receive important news and information from STRS Ohio.
  • Access account information — Review your payment plan, beneficiary, direct deposit, and death benefit information.
  • View benefit payment details — Access your monthly, annual and payment information from the previous year.
  • Update direct deposit information — Change the checking, savings or investment account where your monthly benefit payment is deposited.
  • View your documents — Access important documents, such as your 1099-R tax form and confirmations of changes made to your account.
  • Download important documents — Securely provide personal documents to STRS Ohio. Upload documents such as powers of attorney and guardianship papers, as well as birth, death or marriage certificates, and many more.
  • Estimate health plan costs* — Review available healthcare plan options and monthly premiums based on your personal information, area of ​​residence and coverage for eligible dependents.
  • Enroll or change health care coverage* — Change healthcare plans, add coverage or cancel enrollment during the annual open enrollment period held each November.
  • Submit health insurance information* — After achieving Medicare eligibility and enrollment, provide proof of enrollment (required by STRS Ohio).
  • Check employment status* – Non-Medicare enrollees should verify their employment status and access to employer health care coverage.
  • Estimate federal tax deductions – Use the W-4 Tax Deduction Calculator to see the impact of different deductions on the net amount of your monthly benefit payment. You can also view and update your federal and Ohio tax withholding information.
  • Update beneficiary information — Review and update your beneficiary information, used by STRS Ohio in the event of death to determine payment of death benefits.
  • Show your Annual account statement — If you are rehired and working in a contributory position at STRS Ohio, view account contributions as well as withdrawal and benefit estimates.
  • Update match choices – Update your preference to receive print or electronic versions of specific STRS Ohio publications – such as STRS Ohio newsletters.

*Members of the defined benefit plan and the combined plan.

Online personal account registration

Accessing your secure personal online account requires a username and password. To register click here.

When you apply for retirement, you will not be able to see the details of a retired member’s account until STRS Ohio has finished processing your Application for Service Retirement. Until then, you will continue to see active member account features when you log into your account.

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Richard K. Hunt
https://ucrcats.com

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