Individual Counseling

Individual counseling sessions are scheduled each business day from 7:30 a.m. to 4:30 p.m. for members who are visiting the PEERS office for a very specific reason (i.e., filing forms or applications, making payments for reinstatements or purchases of credit), or for those who have a unique situation that would be better addressed with an individual counselor.

If you are seeking pre-retirement counseling, we recommend that you first attend a retirement seminar since it will provide you with a broader and more thorough review of the issues important at this stage of your retirement planning. Feedback from participants has shown these seminars to be beneficial in their planning efforts.

Call our office at (800) 392-6848 to set up a counseling session. We will prepare a personalized packet of information for you. When registering, we will ask about your projected retirement date, and for the name and date of birth of your beneficiary so that we can prepare estimated benefit amounts for the Joint-and-Survivor Plans (options 2, 3, and 4). If time permits, confirmation of your appointment and directions to our office will be mailed to you.

Please bring the following items to your counseling session:

• Photo ID to confirm your identity is required
• Photocopy of your birth certificate
• Photocopy of marriage license/certificate if married
• Voided check (if filing for retirement)
• Addresses, dates of birth and Social Security numbers of beneficiaries may be needed