Home

Contact Us

Frequently Asked Questions

About your 1099-R Tax Statement

When will I receive my 1099-R?

If you received a disbursement in 2014 (including retirement, survivor, refund), your 1099-R for tax year 2014 will be mailed by our custodial bank for receipt in your mailbox by February 2, 2015.

What if I never get the 1099-R? Or, if I lose it?

A printable image of your 1099-R(s) for tax year 2014 will be available in your myASRS account by February 15, 2015. Just log in to your secure myASRS account and click on the 1099 link on the left-hand navigation.

Why did I receive more than one 1099-R?

    • We are required to send you a 1099-R for each combination of payment type and distribution code. Under any of several scenarios, you may have received more than one kind of payment from the ASRS.
    • Also, if you turned 59.5 in the past year, you will receive more than one 1099-R. The Internal Revenue Service (IRS) considers age 59.5 to be a factor in determining whether retirement income paid to an individual is considered an “early” or a “normal” distribution. As a result, we are required to send you two 1099-R forms for 2014. One will report income and taxes paid prior to age 59.5, and the other will be for the remainder of the year after reaching age 59.5.

Is Box 5 on my 1099-R the amount of my out-of-pocket health insurance premiums?

No. The amount you see in Box 5 is the portion of your retirement pension that is not subject to taxation. If you contributed to the ASRS prior to July 1986 or purchased service credit using after-tax payments, those contributions cannot be taxed again when disbursed as part of your retirement pension. The IRS requires the non-taxable contributions be spread over the life of your pension, so every year you will see a non-taxable amount in Box 5 until those contributions are exhausted.

Where can I find my total out-of-pocket health insurance premium?

For those retirees whose premiums are deducted from their ASRS pension, you can view your total out-of-pocket health insurance costs for the previous tax year by logging in to your secure myASRS account. Go to 'Payment History' and click on the December payment to view the payment summary and year-to-date totals.

For more on taxes, and how to read your 1099R, click here:

Tax Information

To log in to your myASRS account, click here:

myASRS Login

About contacting us

How can I reach the ASRS?

The ASRS is open during regular business hours Monday through Friday, 8am to 5pm, excluding holidays. Information on this page details how to email, call and visit us.

What do I do if the ASRS is closed?

This website has been designed to provide information on a wide-range of topics of interest to members and retirees. If you are having trouble finding the information you’re looking for, be sure to try the Search function (upper right on every page). Be sure to log in to your secure ASRS page to find even more information customized just for you.

About Secure Account Access

I cannot access my account online. Can you send me another password?

We have a quick and easy new process that allows you to request an unlock code through our website. Click on “Having Trouble Logging In?” on our Member Login page and follow the steps to verify your identity. Our system will send an unlock code to the email address or mobile phone number we already have on file which will allow you to reset your password.

Having trouble logging in

Why should I register for secure access? What can I do online?

With secure access, you can track your account and benefits throughout your entire career and into retirement. You can see contribution history and a variety of benefit estimates, all with real-time data based on the latest contributions reported by your employer. For more, check out "Why you register for secure access".

Why Register?

A quick list of features on the secure site, which is open 24/7 for your benefit:

  • View your account balance
  • View, save, or print an account statement containing a summary of your account information as of the most recent contribution received
  • View or change your address, beneficiary, and contact information
  • Initiate a request to purchase service
  • Apply for retirement or for a refund of your account balance
  • View retirement benefit estimates that are customized to you, and can also be customized by you
  • View estimates of your refund, survivor benefit, and disability benefits
  • Enroll in an in-person or online group counseling session
  • Send a secure email to an ASRS benefit advisor

myASRS Login

About Refunding

How do I get a refund of my account?

Log into your account, go to “Apply Now”, click on “Refund”. If you request funds to be paid directly to you, a mandatory 20% is withheld for federal tax, 5% for state tax. You will need to enter your bank’s routing number and account number for funds paid to you. If you request a rollover, provide the qualified plan’s name, account number and address where a rollover check can be received. Rollovers are not subject to tax withholding or penalty.

How long does it take to receive my refund?

If a refund is requested within 6 months of ending your job, we request an Ending Payroll Verification (proof of termination). If it has been years since you contributed, we may request proof of identity from you as a security measure. Once all required information is received, the refund is processed within 10 to 15 business days.

Why does the payment date for my refund keep on changing?

Our system generates a date that is approximately 15 days out to give you an idea of when to expect payment. If other information is required, such as an Ending Payroll Verification, the date will be pushed forward since processing cannot continue until all required information has been received.

For more on refunds, check out our page dedicated to refunding:

Refunding

About Retirement

Do I really have to wait 3 months to get a payment when I retire?

Retirement processing can take 60 to 90 days. To ease the transition from regular employment to retirement, the ASRS issues up to 3 estimated payments to eligible members during processing. The first estimated payment is issued within 10 business days of the retirement date. Lump Sum payments are not disbursed until the retirement is fully processed. You can follow the progress of your retirement processing by logging in, and lick on 'Pending Requests'.

Why is the first check smaller than the benefit estimate I received?

While your retirement is being processed, “estimated” payments to eligible members are conservative in order to reduce the potential for overpayment. Any underpaid benefits will be disbursed retroactive to your retirement date once the processing has been completed.

My account says that my processing has been completed. When will I get paid and how much will I receive?

You will receive your first regular annuity payment no later than the 15th of the following month. We will send a detailed letter to you during the first week of that month to explain the final gross annuity amount and how it was calculated. The first annuity payment will cover the current month retroactive to your retirement and include adjustments for any estimated payments received during processing. After your retirement is finalized, all future payments will be issued on the 1st of every month for your lifetime. You can follow the progress of your retirement processing by logging in to your secure account, and clicking on 'Pending Requests'.

Do I need a form to update my Tax Withholding or Direct Deposit information?

You can easily update tax withholding and direct information through your secure account. Log in, click on “Payment History”, then click on the appropriate link at the top of the payment listing to “View/Update Tax Withholding Elections” or “View/Update Direct Deposit Information”. After you submit your changes, you will receive a message that confirms when the change will go in to effect.

How do I schedule an appointment with an advisor?

Call our office. We have Senior Benefit Advisors taking calls, leading group meetings, answering emails and meeting with members. For a meeting on pension benefits, an appointment is required. For a meeting strictly on health or dental insurance, no appointment is needed.

For more on retirement, check out our pages dedicated to retirement:

Retirement

About Health Insurance

How much is health insurance for me and my dependents?

Current health insurance premiums for our non-Medicare plan is $740 per month, for retiree only; our Medicare plan premiums are $194 or $337 per month for retiree only, depending on which plan is elected. Please visit our Health Care page for more information on the 2015 health insurance plans.

How do I enroll in your insurance?

Contact us by telephone or email to request a Health Insurance Enrollment Packet. The group insurance enrollment form is not available online. The packet will include the enrollment guide and enrollment form, which must be filled out, signed and returned.

Can I get insurance later if I don’t choose to enroll when I retire?

Retirees and members receiving Long Term Disability (LTD) benefits receive an Open Enrollment packet each year, for coverage to begin the following January 1. You can also enroll within 30 days of experiencing a Qualifying Life Event such as losing coverage elsewhere, including termination of COBRA coverage, or becoming Medicare eligible.

For more on healthcare, check out our pages dedicated to healthcare:

Healthcare

About Survivor Benefits

What is the status of my survivor benefits?

Survivor benefit payment processing can take approximately 2 to 6 weeks depending on if the deceased member was an active employee or retired. We must have all required documents from the beneficiary, such as the notarized Survivor Benefit Application, original certified death certificate, a photocopy of the beneficiary’s Social Security card, and proof of the beneficiary’s age, in order to process payment.

For more on survivor benefits, check out our page:

Survivor Benefits

 Email the ASRS iconEmail

Have a question about your account that we can answer by safe, secure email? We will get back to you quickly, usually within 24 hours.

myASRS Login

ASRS members - Active, Inactive or Retired - can send and receive email correspondence in a secure setting via their ASRS personal homepage. Members must be logged in to their secure homepage to use this important function.

Call the ASRS icon Phone

The ASRS maintains a small call center at its Phoenix location. Please note that call volumes can vary considerably and sometimes result in longer wait times, particularly around midday (11 a.m.-1 p.m.), the first of each month and during busy seasons of health insurance enrollment in the fall, school breaks in the spring and tax season. Please be patient when calling.

To reach the ASRS during regular business hours, call:

  • (602) 240-2000 from within metropolitan Phoenix
  • (520) 239-3100 from within metropolitan Tucson
  • (800) 621-3778 from outside the Tucson and Phoenix areas

To report fraud, please leave a message on the ASRS Fraud Hotline: (602) 240-5360.

 Visit

The ASRS recognizes some members require specialized in-person counseling. Appointments are required for all in-person counseling sessions at our Phoenix and Tucson offices. This will allow the ASRS to prepare in advance for your visit and decrease your wait time.

If you would like to visit our office to meet with a Senior Benefit Advisor, please call ahead to schedule an appointment.

The ASRS has offices in Phoenix and Tucson. Business hours at both locations are Monday through Friday from 8:00 a.m. to 5:00 p.m., excluding holidays.

Phoenix Office Address: 3300 North Central Avenue Phoenix, AZ 85012-0250 Fax 602-240-2090

View Phoenix Office Parking Garage Layout

Take the Light Rail to the ASRS Phoenix office! Information: ValleyMetro.org

Tucson Office Address: 7660 E. Broadway, Suite 108 Tucson, AZ 85710-3775 Fax 520-628-5167

ASRS Mailing Address: P.O. Box 33910 Phoenix, AZ 85067-3910

Phoenix Office Map

Tucson Office Map