Applying for Disability Retirement

Confirm Eligibility

You must meet all of the following qualifications for the type of disability retirement you are applying for in order to be eligible.

  • Non-occupational Disability
  • Occupational
  • TRS/ORP

Obtain a retirement estimate by calling ERS at 877-275-4377. If you are applying for Teacher Retirement System or Optional Retirement Program disability retirement, please contact your agency’s human resources department.

Applying for ERS Disability Retirement

If you are eligible to apply, please download the necessary forms for Disability Retirement.

You must mail all required forms to ERS and include copies of all medical records related to your disabling condition.

Please note the following:

  • The retirement date cannot be a past date.
  • If you are applying for Nonoccupational or Occupational disability retirement, you must have been contributing to ERS at the time you became disabled.
  • You can apply no more than 90 days in advance of your requested retirement date.
  • You cannot be on a state payroll, including any paid or unpaid leave status, the day following your selected retirement date.
  • Your retirement date must be the last day of the month.

If approved, you must turn in additional documents to complete your retirement.

  • Review all the documents in your packet,
  • Sign the Retirement Acceptance in front of a notary public,
  • Have your spouse sign (if applicable) the Retirement Acceptance in front of a notary public
  • Make a copy of your proof of age document,
  • Make a copy of your beneficiary’s proof of age document (if applicable),
  • Complete the TRS Service Credit Transfer Request form (if applicable), and
  • Mail the documents to ERS.
  • Valid Proof of Age Documents: Copy of a Birth Certificate, Passport, Baptismal record, Bible record, or school record. If your name has changed or does not match the document, you must also send a copy of your valid state driver's license.

Re-evaluation

If approved, you must remain permanently disabled to continue receiving benefits. ERS may ask you at any time to undergo a medical examination to determine if you are eligible to continue receiving disability benefits. You must notify ERS if you return to work.