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McArdle Building, 860 Silver Lake Blvd., Suite #1,
Dover, DE 19904-2402
Toll Free: (800) 722-7300, Local: (302) 739-4208

Email: pensionoffice@state.de.us

LATEST NEWS FROM THE PENSION OFFICE

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TAX AND ACA FORMS

Affordable Care Act Reporting:
UPDATE- Affordable Care Act reporting Form 1095-C: As an update to the 2016 Winter Retiree Newsletter, the IRS Form 1095-C will be mailed in mid-to late-February to retirees who retired from a State position during 2015. This form reflects your health coverage for the part of the year you were employed. The form will also be mailed to retirees who worked full-time hours as a casual/seasonal employee during Calendar Year 2015. Full-time hours is defined as on average 30 or more hours per week.

During the week of January 25th, IRS Form 1095-B will be mailed by the Pension Office to retirees who were enrolled during 2015 in a State of Delaware Group Health Insurance plan for themselves and dependents, if any. If a covered dependent does not live with the retiree, the retiree is responsible for providing a copy of the 1095-B to that dependent. As part of the Affordable Care Act requirements, you will use this form when filing your 2015 federal tax return to verify your health coverage. While the information on the form may assist you in preparing a return, the form is not required to complete your return. It does not need to be attached to your tax return.

Retirees and their covered dependents who are enrolled in Medicare as their primary insurance will not receive a form from the Pension System. Medicare Part A is a government-sponsored program that provides the minimum essential coverage. It is exempt from this new reporting.

Tax Statements:
Retiree tax statements will be mailed during the last week of January to pensioners who received a benefit payment from the State of Delaware Office of Pensions during 2015.

Retiree Annual Statements:
Retiree Annual Statements will be mailed during the last week of January to retirees who received a pension benefit during 2015. Please check your statement carefully and follow the directions for updating your address, tax withholdings, or beneficiary designation. Your Annual Statement may also be helpful to you during the annual health care open enrollment in May.

WINTER RETIREE NEWSLETTER

Retiree Newsletter:
Newsletter provided by the State of Delaware Pension Office for State of Delaware Retired Members.
View Current 2016 Winter Retiree Newsletter

YOUR TAX FORM 1099R, 1099M and/or W-2 WILL BE MAILED NO LATER THAN JANUARY 31, 2016

Tax Withholding Election Form:
Please review your State of Delaware pension benefit tax withholding election. In the event that you wish to change your current tax withholding, you may print from our website the Tax Withholding Election (TWE) form for submission to our office.

* Only submit this form if you wish to make a change.

SUMMER RETIREE NEWSLETTER

Retiree Newsletter:
Newsletter provided by the State of Delaware Pension Office for State of Delaware Retired Members.
View Current 2015 Summer Retiree Newsletter

ESTIMATES AND GROUP COUNSELING SESSIONS

To learn more about our Pre-Retirement Workshop schedule or Group Counseling schedule please follow this link to our Workshop Schedules.. If you still have questions please feel free to contact our office by email at pensionoffice@state.de.us or by telephone at (302) 739-4208 or (800) 722-7300 if you have any questions.

STATE EMPLOYEES' PENSION PLAN PRE-RETIREMENT WORKSHOPS

Pre-retirement workshops are being held to provide information regarding Delaware State Employees' Pension Plan benefits. There is no cost or pre-registration required to attend these workshops. Individual retirement estimates will not be distributed at these workshops. Participants will learn how to prepare their own estimated benefit using the Pension Office website. Please click on the link below for workshop dates, times, and locations".

Pre-retirement Workshops

INFORMATIVE VIDEOS

New Video Library:
We are in the process of creating an informational video library that will include brief overviews of our Pension Plans, in addition to videos that will help explain areas of the pension process where we receive many questions. Our first video offering is an overview of the State Employees' Pension Plan (SEPP). Continue to check the website as we add to our library!

View the video library here.