Individual Retirement Counseling

Individual counseling sessions are scheduled each business day for members visiting the PSRS office for a very specific reason (filing forms or applications, making payments for reinstatements or purchases of service), or for those who have a unique situation better addressed with an individual counselor.

Walk-ins are welcome, but we suggest making an appointment so we can prepare a personalized packet of information for you. Call our office at (800) 392-6848 to set up an individual counseling session.

Please bring the following items to your counseling session:

  • A photo ID
  • A copy of your birth certificate
  • A copy of marriage license/certificate if married
  • A voided check if you are filing for retirement

Addresses, dates of birth and Social Security numbers of beneficiaries may also be needed.

If you are near retirement and would like general, pre-retirement counseling, we recommend that you attend a Pre-Retirement Planning Seminar.

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