Life can bring unexpected changes. If there comes a time when you are unable to manage your SERS retirement on your own, a Power of Attorney or court-appointed guardianship allows someone you trust to step in. This page outlines your options and the steps required to keep your benefits protected and accessible.
There may be times when you are temporarily unable to manage your financial or health care matters, such as during a hospital or nursing home stay. In these moments, having a trusted friend or family member authorized to act on your behalf can provide important peace of mind.
If you would like someone else to handle your SERS-related financial or health care matters, you must submit either a General Power of Attorney Form or a Limited Power of Attorney Form to SERS.
This step is required because SERS’ pension payments may only be managed or cashed by authorized individuals. Granting Power of Attorney allows the person you designate to act on your behalf. In situations where a Power of Attorney is not in place, a probate court may appoint a guardian instead.
A Limited Power of Attorney Form is available upon request from SERS. Filing this form also allows the designated individual to update the address where your pension payments are sent, if needed.
In some cases, a probate court may appoint a guardian if a retiree becomes unable to manage financial matters and does not have a Power of Attorney in place. If a guardian is appointed, a copy of the court documentation must be filed with SERS to ensure future pension payments are prepared correctly and sent to the appropriate location.
We’re glad you’re a member of SERS. If you have questions about your retirement account or benefits, we are here to help.
