Active Employees' Estimate Request
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Active Employees' Estimate Request
The Retirement Agency's policy is to provide an estimate of
retirement benefits to individuals having less than one year
before they are eligible for early retirement. Employees who
are within one year of their early retirement eligibility
date may request an estimate of their retirement benefits
using an "Estimate Request" form. This form is
available at the Retirement Agency website, may be picked up
from our office, or you may request a form be faxed or mailed
to you. School employee members of FCERS, please use the
"Schools Specific" Estimate Request Form link found at
the very bottom of this page.
Retirement benefit figures will be calculated using any sick
leave balance or leave without pay balances within that
employee's record. Individuals are limited to one request for
an estimate in the calendar year. You may choose ONE date for
us to calculate your benefit OR you may check the box for
earliest eligibility for regular retirement. If you write down
multiple dates, only the first date listed will be used
to do your calculations.
If you are not within one year of retirement
eligibility, you can use our internet benefit estimator to get
an approximate estimate of your retirement benefits.
The Retirement website allows members to work up their own
projections, based on individual assumptions of salary
increases and variable retirement dates. Members can adjust
their projected retirement date to account for sick leave
balances and leave without pay balances. Please check PRISM or
check with your payroll contact at your agency to verify your
sick leave and leave without pay balances.
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• Members of the Employees' System click here to " Do Your Own
Estimate "
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If you are using your current sick leave balance to determine
when you can retire, remember that every 172 hours of sick
leave equates to one month of service. You can visit the
Retirement Agency internet site at www.fairfaxcounty.gov/retbrd
for more information on how sick leave can affect your
retirement eligibility. A series of Fact and Tip Sheets that
address frequently asked questions
(FAQ) of members regarding sick leave credit and other
subjects is available by clicking the FAQ link above.
Full-time members of the County Retirement Systems receive an
"Annual Benefit Statement" once per year (normally in
late August). Statements are mailed to members who were active
in one of the three Retirement Systems as of June 30 of that
year. The Annual Benefit Statement program does not account for
sick leave, leave without pay (LWOP) or breaks in service, all
of which would have an impact on the actual retirement benefit,
should a members' record reflect any of those items. To request
a more detailed estimate from the Retirement Agency, that will
take these factors into account and can also give information
on a Joint and Last Survivor option, a written request is
required. These requests are limited to once per calendar year
and are only provided to those members who are determined to
meet the "within one year" criteria.
All requests for estimates must be in writing on a specific
Estimate Request Form from the Retirement Agency. This form is
for General County employees and can be downloaded by clicking
on this Estimate
Request form link. If you are a School Employee Member of
FCERS, please use the following link to access a slightly
different Request an
Estimate form for School employees. Completed request forms
can be faxed or mailed to the Retirement Agency. Once your
estimate request is received and your retirement eligibility
date is verified, your estimate will be calculated and mailed
to your home address within approximately three weeks.
If you have difficulty understanding your annual benefit
statement or your retirement benefit estimate, please refer to
your Fairfax County Retirement System Handbook. A copy of this
document can be downloaded from within your System pages
under "Handbooks" - click on "Active Employee
Retirement Handbook" or you can request a handbook by
calling the Retirement Agency at (703) 279-8200. The Retirement
System Handbook is your best resource for examples and
information regarding your retirement benefit.
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• Members of the Employees' System click here for Retirement
Handbook
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If you meet the above requirements to receive a manually
generated Benefit Estimate from the Retirement Agency, please
click here
and fill out the “Request an Estimate” form – make sure to
check the box showing which retirement system you are a
member of.
If you are a School Employee Member of FCERS please use the
following link to access a slightly different Request an
Estimate form.
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