ACERA retirees and survivors will receive their 1099-Rs in the mail by January 31, 2024. ACERA reports income to payees on IRS form 1099-R, and the form should be filed with your 2023 tax return.
This year, we’ve bolstered your security by displaying only the last 4 digits of your Social Security Number on your 1099-R, a change from previous years where the entire number was shown. Rest assured, when we transmit your data to the IRS, it will include your full Social Security Number, ensuring accurate matching with your records.
Additionally, the 1099-R has a slightly new look, and the instruction page is on a separate sheet. See examples of here:
On Thursday, July 20, 2023, one of ACERA’s retired members
received a fraudulent email, disguised to appear as though it was
sent from DocuSign. This deceptive email asked the recipient to
resubmit a direct deposit form for their ACERA pension. This
email was designed to confuse, because DocuSign is a legitimate
company that ACERA uses to provide electronic form submittal to
What the Fraudulent Email Looked Like
For your reference, here’s an image of the fraudulent email that
was received by our member (recipient name has been
County of Alameda offices, including ACERA, will be closed on
Monday, June 19, 2023 in observation of the
Juneteenth federal holiday.
Juneteenth commemorates June 19, 1865, the date Union troops
arrived in Galveston, Texas with news of the 1863 Emancipation
Proclamation that the war was over, and that enslaved people
were free throughout the nation. While celebrated in communities
throughout the United States for many years, in June of
2021, Juneteenth became an official federal
holiday, recognizing the end of slavery in the United States and
marking a day of remembrance and celebration of Black culture and
Changes at the federal level may have resulted in changes to coverages for Medicare-eligible ACERA retirees enrolled in the Kaiser Permanente Senior Advantage Plan. See the table below for current coverage levels and rules.
The State of California has issued an extension until November 12, 2023 before Covid coverage changes take effect for non-Medicare (under age 65) enrollees in the Kaiser Permanente HMO. See the table below for current coverage levels effective until that date.
ACERA’s office will be closed to in-person visits due to site
maintenance on Friday, May 26, 2023. However, ACERA will be
open for business that day virtually, and will be taking calls and answering emails. We apologize
for any inconvenience this may cause.
Do you want to increase the efficiency of local government,
save taxpayers’ dollars, and improve services?
Are you a good listener?
Can you cooperate with 18 others towards a common goal?
Can you keep a secret? All of your work must be kept
Can you commit yourself to a full year of work?
Can you ask thoughtful questions, review documents, and help
Can you attend at least two morning meetings each week in
Can you contribute a substantial amount of time to the Grand
Jury? (at least 10-20 hours or more per month)
Alameda County Superior Court is seeking at least 30
nominees to serve on the Grand Jury — six from each Alameda
County Supervisorial District. Ultimately, 19 jurors will be
selected randomly from this pool to be impaneled as the Alameda
County Civil Grand Jury for 2023-2024. Nominations are
accepted throughout the year, however, the focus at present is to
build a Grand Jury for this fiscal year beginning July 1,
2023. That means staff must receive nominations no later
than May 5, 2023.
The jury’s primary responsibility is to examine and report on the
operations of local government agencies and to investigate
citizen complaints, acting as the public’s watchdog.
For more information on what Grand Jury service entails, review
ACERA continues to monitor the public health situation and may
adjust our in-person offerings as the situation changes.
Submit Documents in Our Drop Box Without an Appointment
Members can submit forms and documents in-person utilizing the
drop box in our office elevator lobby on the 10th floor of 475
14th Street in Oakland without needing to speak with ACERA
Continue to Connect With Us Virtually
Though the pandemic has eased somewhat, a top priority at ACERA
remains the health and wellbeing of our members, our employees,
and our families. To keep ensuring members’ safety while serving
members’ retirement needs, we’re encouraging members to continue
connecting with us virtually whenever possible, thereby limiting
visits to ACERA’s office. We’re regularly expanding our virtual
services and educational resources to help members plan their
Counseling appointments will continue to be offered via Zoom and
over the phone, which is how 99% of appointments are currently
being conducted. Our call center is open Monday to Friday, 9:00
am – 4:30 pm. We continue to respond to members’ emails within 2
business days. We continue to hold all seminars as webinars.
ACERA’s 1099-R forms for 2022 will be mailed to all payees on January 20, 2023 ahead of the January 31, 2023 deadline. ACERA reports income to payees (including retirees and survivors) on IRS form 1099-R, and the form should be filed with your 2022 tax return.
Get an Electronic Copy Now
Your 1099-R forms are available now on Web Member Services. Log in to take advantage of this great feature.
ACERA retirees and survivors will receive their 1099-Rs in January. ACERA reports income to payees on IRS form 1099-R, and the form should be filed with your 2022 tax return. The 1099-R forms for 2022 will be mailed to all payees no later than January 31, 2023.
Get an Electronic Copy Starting January 16
Your 1099-R form will be available on Web Member Services starting on January 16, 2023. Log in to take advantage of this great feature.
The Alameda County Employees’ Retirement Association held an election from November 16, 2022 through December 21, 2022 for five seats on the ACERA Board of Retirement for the calendar years 2023 through 2025:
ACERA has changed banking providers from Wells Fargo to JPMorgan
Chase. Starting on December 30, 2022, your ACERA monthly
retirement allowance checks or direct deposit advice statements
will come from JPMorgan Chase. This transition will happen
automatically, and you do not need to take any action.
The new check statements and direct deposit advice statements are
modeled on the previous ones, so you can expect to see the same
layout you’re used to. For a guide to your new statement, visit
The retirement payment you receive on November 30, 2022 will be
the last you receive from Wells Fargo. Starting on December 30,
2022, expect your future ACERA monthly retirement allowance
checks or direct deposit advice statements to come from JPMorgan
Chase. This transition will happen automatically, and you do not
need to take any action.
The new check statements and direct deposit advice statements
will be modeled on the previous ones, so you can expect to see
the same layout you’re used to. For a guide to your statement and
a preview of the new statement, visit www.acera.org/statement.
Our open office hours have expanded to include Wednesdays.
Beginning September 21, 2022, ACERA’s office has reopened to the
public on a limited basis, Tuesdays , Wednesdays, and Thursdays
from 9 am to 3 pm. Walk-ins are welcomed. For members ready to
retire, ACERA will offer in-person Ready-To-Retire Counseling appointments on
those days, in addition to continuing to offer virtual
Beginning August 23, 2022, ACERA’s office has reopened to the
public on a limited basis, Tuesdays and Thursdays from 9 am to 3
pm. Walk-ins are welcomed. For members ready to retire, ACERA
will offer in-person Ready-To-Retire
Counseling appointments on those days, in addition to
continuing to offer virtual appointments.
9:00 a.m. August 29, 2022 – 5:00 p.m. September 26, 2022
During this period, members can request the Election Information Packet (that includes the nomination papers) by emailing a request to ACERAElectionPacket@acera.org or by calling the election coordinator at 510-628-3077. You can not request a packet before August 29. Full instructions are in the Notice of Election below.
Members submitting completed nomination papers must do so during this period.
November 16, 2022
Your ballot will arrive by mail.
Return your signed ballot to the Registrar of Voters no later than
ACERA has reopened its office to visitors by appointment
only, on Tuesdays and Thursdays.
In order to maintain the health and safety of members and ACERA
staff during the ongoing COVID-19 pandemic, ACERA is asking
its members to continue completing their business with ACERA via
mail, email, phone, or video if they
Due to the extreme transmissibility of the Covid-19 Omicron
variant and the steep rise in Covid-19 cases, ACERA’s office will
be closed to the public beginning Tuesday, January 18, 2022 and
until further notice. This means that ACERA will not be offering
in-person Ready-To-Retire Counseling
Appointments during the office closure.