Please read the disclaimer page before using the calculator. Your most recent Statement of Benefits contains current data that may be helpful to you as you use the calculator.
to entering your Annual Statement of Benefits data in the calculator
Benefit Effective Date: (mm/dd/ccyy) Note: This is the date your benefit is effective for calculation purposes, not the date you will receive your payment.
For active members, this is generally the day after your termination date.
If you want Joint and Survivor Annuity Options, enter your named survivor's birthdate:
Is the named survivor specified your spouse?
If you will be under age 62 at retirement and want Accelerated Payment Options, either: 1) enter your projected age 62 monthly Social Security benefit amount; or
2) leave it blank and complete the three highest years of earnings and related service fields below, and we will use a projected age-62 Social Security benefit amount from our WRS actuary.
Contact the Social Security Administration for a benefit projection.
For Formula benefits enter the following:
1. Years of creditable service you expect to have at retirement by employment category:
For Money Purchase benefits, enter your total core and variable money purchase balance projected to your retirement date (include future contributions and interest):
Optional (complete only if any pertain to your account):
If you have employee additional and/or tax-deferred additional contributions, enter your total employee additional and/or tax-deferred additional contribution account balance projected to your retirement date (include future contributions and interest):
If your employer has made employer additional contributions to your account, enter your total employer additional contribution account balance projected to your retirement date: