Retired Member Frequently Asked Questions

MERS benefits are not subject to Louisiana state income tax, but they are subject to federal tax. The Louisiana exemption is claimed on the Individual Income Tax Return (IT-540), Schedule E, line 4D, using code 05E.

Use the Personal Information Update Form, send a signed letter by mail or fax, have a former employer provide the form, or use Member Self Service.

Member Self Service Personal Information Update Form

Use the Authorization for Direct Deposit Form, or submit the change through Member Self Service.

Member Self Service Direct Deposit Form

Use the W-4P form or submit the change through Member Self Service.

Member Self Service Open W-4P

Submit a Retiree Income Verification Request Form, or obtain a Benefit Verification Letter through Member Self Service.

Member Self Service Income Verification Request

Call MERS to request a mailed copy for the year needed, or obtain 1099-R copies through Member Self Service. A separate 1099-R may be issued by Empower Retirement for DROP distributions.

Member Self Service

Direct deposits are guaranteed for the first day of the month. When the first falls on a Saturday, Sunday, or holiday, availability may be the following business day depending on the financial institution.

COLAs are not guaranteed unless a self-funded COLA was selected at retirement. A system-funded COLA depends on statutory and funding requirements and Board action.